-67.1%
AAL vs AXON
+1,304.2%
-1,371.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -18.2% | +20.1% | +6.4% |
| 7D | +4.6% | -26.8% | +31.4% | +12.3% |
| 30D | +2.6% | -22.9% | +25.5% | +8.7% |
| 3M | -17.8% | -40.1% | +22.3% | -8.1% |
| 6M | +1.9% | -18.9% | +20.7% | +3.9% |
| YTD | -14.0% | -44.9% | +30.9% | -4.7% |
| 1Y | +0.2% | -46.7% | +46.9% | +12.0% |
| 3Y | +13.0% | +44.3% | -31.3% | -10.6% |
| 5Y | -39.6% | +71.4% | -111.0% | -56.9% |
| All | -67.1% | +1,304.2% | -1,371.3% | -84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling