-36.2%
Z vs AXTX
-93.3%
+57.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -16.7% | +11.2% | -6.0% |
| 7D | -6.5% | -48.3% | +41.8% | -8.3% |
| 30D | -0.1% | -74.7% | +74.6% | -3.6% |
| 3M | -14.1% | -83.2% | +69.0% | -17.0% |
| 6M | -30.1% | -97.0% | +66.9% | -31.6% |
| All | -36.2% | -93.3% | +57.1% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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