-19.3%
GIS vs AXON
-50.4%
+31.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.4% | -1.6% |
| 7D | +0.4% | -28.7% | +29.1% | +1.9% |
| 30D | +10.1% | -28.3% | +38.4% | +11.6% |
| 3M | -3.7% | -46.9% | +43.3% | -1.3% |
| 6M | +4.3% | -24.9% | +29.1% | +6.4% |
| YTD | -19.8% | -46.6% | +26.8% | -17.9% |
| All | -19.3% | -50.4% | +31.1% | -18.2% |
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