+57.7%
GEV vs AXON
-28.9%
+86.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.2% |
| 7D | +3.3% | -14.2% | +17.5% | +4.1% |
| 30D | -7.5% | -15.4% | +7.9% | -6.7% |
| 3M | -2.2% | +0.5% | -2.7% | -2.2% |
| 6M | +12.1% | -9.5% | +21.6% | +17.2% |
| YTD | +44.4% | -9.2% | +53.6% | +50.3% |
| 1Y | +57.7% | -29.4% | +87.0% | +73.0% |
| All | +57.7% | -28.9% | +86.6% | +73.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling