+297.5%
AEM vs AXON
+177.9%
+119.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.3% |
| 7D | +4.3% | -2.5% | +6.8% | +4.5% |
| 30D | +13.1% | -11.5% | +24.6% | +14.0% |
| 3M | +24.8% | +7.3% | +17.5% | +24.0% |
| 6M | -8.2% | -11.9% | +3.7% | -7.9% |
| YTD | +19.8% | -11.0% | +30.8% | +19.8% |
| 1Y | +32.1% | -31.8% | +63.8% | +33.8% |
| 3Y | +348.2% | +135.4% | +212.8% | +313.5% |
| 5Y | +297.5% | +176.9% | +120.6% | +229.5% |
| All | +297.5% | +177.9% | +119.5% | +229.5% |
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