+301.0%
AEM vs AXON
+71.5%
+229.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -18.2% | +19.5% | +2.5% |
| 7D | +15.8% | -26.8% | +42.7% | +18.1% |
| 30D | +6.2% | -22.9% | +29.1% | +7.8% |
| 3M | +14.3% | -40.1% | +54.4% | +18.1% |
| 6M | +1.4% | -18.9% | +20.3% | +2.4% |
| YTD | +13.7% | -44.9% | +58.6% | +17.2% |
| 1Y | +21.3% | -46.7% | +68.0% | +25.3% |
| 3Y | +309.9% | +44.3% | +265.6% | +287.0% |
| All | +301.0% | +71.5% | +229.5% | +244.8% |
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