+1,290.2%
AAOI vs AXON
+161.3%
+1,128.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.1% |
| 7D | +2.9% | -11.0% | +13.9% | +9.4% |
| 30D | -23.1% | -24.7% | +1.6% | -11.6% |
| 3M | -41.0% | +7.0% | -48.0% | -46.2% |
| 6M | -14.3% | -9.6% | -4.6% | -17.1% |
| YTD | +196.3% | -15.7% | +212.0% | +186.7% |
| 1Y | +272.6% | -35.9% | +308.6% | +339.1% |
| 3Y | +775.3% | +123.0% | +652.3% | +391.3% |
| 5Y | +1,290.2% | +166.3% | +1,123.9% | +510.1% |
| All | +1,290.2% | +161.3% | +1,128.9% | +510.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling