+51.5%
GM vs AXON
-35.0%
+86.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.3% | +5.1% | +3.0% |
| 7D | -1.1% | -11.0% | +10.0% | 0.0% |
| 30D | -3.4% | -24.7% | +21.3% | -1.1% |
| 3M | +8.7% | +7.0% | +1.7% | +7.7% |
| 6M | +15.4% | -9.6% | +25.1% | +15.0% |
| YTD | +6.6% | -15.7% | +22.3% | +7.2% |
| 1Y | +51.5% | -35.9% | +87.4% | +50.9% |
| All | +51.5% | -35.0% | +86.5% | +50.9% |
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