-22.9%
GIS vs AXON
-46.2%
+23.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.9% |
| 7D | -8.1% | -19.7% | +11.7% | -7.1% |
| 30D | +5.3% | -25.7% | +31.0% | +6.7% |
| 3M | -10.5% | -48.8% | +38.3% | -8.2% |
| 6M | +1.8% | -22.0% | +23.8% | +3.9% |
| YTD | -22.9% | -45.9% | +23.0% | -21.1% |
| 1Y | -22.9% | -46.1% | +23.1% | -20.9% |
| All | -22.9% | -46.2% | +23.2% | -20.9% |
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