+246.5%
GM vs AXON
+12,295.9%
-12,049.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.6% |
| 7D | +1.9% | -14.2% | +16.1% | +4.6% |
| 30D | -1.4% | -15.4% | +14.0% | +1.1% |
| 3M | +5.9% | +0.5% | +5.4% | +4.5% |
| 6M | +12.4% | -9.5% | +21.9% | +12.1% |
| YTD | +8.6% | -9.2% | +17.8% | +7.4% |
| 1Y | +52.6% | -29.4% | +82.0% | +57.2% |
| 3Y | +169.7% | +139.4% | +30.2% | +110.8% |
| 5Y | +87.5% | +178.9% | -91.4% | +37.3% |
| 10Y | +233.0% | +1,840.8% | -1,607.8% | +68.9% |
| All | +246.5% | +12,295.9% | -12,049.4% | +10.9% |
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 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