+375.9%
AEM vs AXON
+1,278.1%
-902.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -3.1% | +8.0% | +5.0% |
| 7D | +17.8% | -28.7% | +46.6% | +19.6% |
| 30D | +6.2% | -28.3% | +34.5% | +7.8% |
| 3M | +12.5% | -46.9% | +59.4% | +15.8% |
| 6M | +4.4% | -24.9% | +29.3% | +5.5% |
| YTD | +19.2% | -46.6% | +65.8% | +21.9% |
| 1Y | +25.5% | -49.7% | +75.2% | +28.7% |
| 3Y | +346.4% | +40.6% | +305.9% | +334.0% |
| 5Y | +305.7% | +71.9% | +233.8% | +286.8% |
| 10Y | +375.9% | +1,180.9% | -804.9% | +374.4% |
| All | +375.9% | +1,278.1% | -902.2% | +374.4% |
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 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