+376.1%
AEM vs AXON
+1,811.1%
-1,435.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.4% | +0.5% |
| 7D | +3.0% | -3.3% | +6.4% | +3.2% |
| 30D | +12.5% | -17.8% | +30.3% | +13.6% |
| 3M | +26.9% | +8.3% | +18.7% | +26.2% |
| 6M | -9.4% | -12.4% | +2.9% | -9.2% |
| YTD | +20.3% | -13.7% | +34.0% | +20.4% |
| 1Y | +33.8% | -33.1% | +66.8% | +35.3% |
| 3Y | +349.8% | +128.2% | +221.6% | +324.7% |
| 5Y | +301.0% | +170.5% | +130.5% | +271.0% |
| 10Y | +376.1% | +1,846.0% | -1,469.9% | +320.4% |
| All | +376.1% | +1,811.1% | -1,435.0% | +320.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling