+3,158.1%
AEM vs AXON
+101,343.3%
-98,185.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.9% |
| 7D | -0.5% | -14.2% | +13.6% | +0.6% |
| 30D | +24.0% | -15.4% | +39.4% | +25.3% |
| 3M | +16.1% | +0.5% | +15.6% | +15.6% |
| 6M | -11.6% | -9.5% | -2.1% | -11.6% |
| YTD | +21.5% | -9.2% | +30.7% | +21.2% |
| 1Y | +39.2% | -29.4% | +68.6% | +41.0% |
| 3Y | +347.4% | +139.4% | +208.0% | +308.5% |
| 5Y | +290.1% | +178.9% | +111.2% | +247.0% |
| 10Y | +357.8% | +1,840.8% | -1,483.0% | +236.2% |
| All | +3,158.1% | +101,343.3% | -98,185.2% | +1,660.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling