+6.6%
AEM vs AXON
-44.3%
+50.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.2% |
| 7D | -6.8% | +0.8% | -7.6% | -6.9% |
| 30D | +0.8% | -22.8% | +23.6% | +2.9% |
| 3M | -0.8% | -48.8% | +47.9% | +5.6% |
| 6M | -8.5% | -16.3% | +7.8% | -7.2% |
| YTD | +5.9% | -44.5% | +50.4% | +12.4% |
| 1Y | +6.6% | -43.4% | +50.0% | +12.0% |
| All | +6.6% | -44.3% | +50.9% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling