+251.0%
GM vs AXON
+7,482.2%
-7,231.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.0% | -0.5% |
| 7D | -3.8% | -25.6% | +21.8% | +1.0% |
| 30D | +7.9% | -23.9% | +31.8% | +12.8% |
| 3M | -0.3% | -50.4% | +50.1% | +12.0% |
| 6M | +18.6% | -20.0% | +38.6% | +20.6% |
| YTD | +10.0% | -44.5% | +54.5% | +18.0% |
| 1Y | +25.9% | -44.9% | +70.8% | +35.1% |
| 3Y | +241.2% | +44.7% | +196.5% | +190.4% |
| 5Y | +50.0% | +86.7% | -36.7% | +17.5% |
| 10Y | +215.1% | +1,060.5% | -845.4% | +74.5% |
| All | +251.0% | +7,482.2% | -7,231.2% | +21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling