+44.2%
GEV vs AXON
-44.3%
+88.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.6% | -2.0% |
| 7D | +3.7% | +0.8% | +3.0% | +3.7% |
| 30D | -14.7% | -22.8% | +8.1% | -13.8% |
| 3M | -23.4% | -48.8% | +25.3% | -21.9% |
| 6M | -24.3% | -16.3% | -8.0% | -23.0% |
| YTD | +23.2% | -44.5% | +67.6% | +29.1% |
| 1Y | +44.2% | -43.4% | +87.6% | +45.8% |
| All | +44.2% | -44.3% | +88.5% | +45.8% |
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