+240.5%
GM vs AXON
+7,282.5%
-7,041.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.3% | -2.5% |
| 7D | -3.4% | -19.7% | +16.3% | +0.1% |
| 30D | +2.7% | -25.7% | +28.4% | +7.8% |
| 3M | -0.4% | -48.8% | +48.4% | +11.2% |
| 6M | +13.3% | -22.0% | +35.3% | +15.7% |
| YTD | +6.8% | -45.9% | +52.7% | +15.0% |
| 1Y | +21.1% | -46.1% | +67.2% | +30.5% |
| 3Y | +231.0% | +40.9% | +190.1% | +183.1% |
| 5Y | +41.9% | +80.2% | -38.3% | +11.9% |
| 10Y | +205.7% | +1,029.9% | -824.2% | +70.1% |
| All | +240.5% | +7,282.5% | -7,041.9% | +18.8% |
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