+162.9%
GE vs AXON
+101,343.3%
-101,180.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.7% |
| 7D | -1.6% | -14.2% | +12.6% | +0.5% |
| 30D | -11.6% | -15.4% | +3.8% | -9.9% |
| 3M | +3.0% | +0.5% | +2.5% | +2.0% |
| 6M | -0.5% | -9.5% | +9.0% | -0.6% |
| YTD | +9.7% | -9.2% | +18.9% | +8.9% |
| 1Y | +20.0% | -29.4% | +49.4% | +23.1% |
| 3Y | +275.8% | +139.4% | +136.4% | +217.4% |
| 5Y | +429.1% | +178.9% | +250.2% | +327.9% |
| 10Y | +151.2% | +1,840.8% | -1,689.6% | +50.4% |
| All | +162.9% | +101,343.3% | -101,180.4% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling