+2,931.0%
AEM vs AXON
+59,416.1%
-56,485.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -5.1% |
| 7D | +13.9% | -27.4% | +41.2% | +16.3% |
| 30D | +0.8% | -28.5% | +29.2% | +3.0% |
| 3M | +5.8% | -49.3% | +55.0% | +10.7% |
| 6M | -1.0% | -25.0% | +24.1% | +0.3% |
| YTD | +13.1% | -46.7% | +59.8% | +16.8% |
| 1Y | +14.4% | -48.3% | +62.7% | +18.4% |
| 3Y | +325.7% | +38.8% | +286.9% | +303.2% |
| 5Y | +273.7% | +77.7% | +196.0% | +242.6% |
| 10Y | +390.1% | +1,028.0% | -637.9% | +273.9% |
| All | +2,931.0% | +59,416.1% | -56,485.1% | +1,596.4% |
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 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