+211.0%
AEP vs AXON
+1,027.4%
-816.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | -0.2% |
| 7D | +2.5% | -19.7% | +22.2% | +3.0% |
| 30D | +3.4% | -25.7% | +29.1% | +4.2% |
| 3M | +4.2% | -48.8% | +53.0% | +6.0% |
| 6M | -0.8% | -22.0% | +21.2% | -0.5% |
| YTD | +15.2% | -45.9% | +61.2% | +16.7% |
| 1Y | +8.3% | -46.1% | +54.4% | +9.7% |
| 3Y | +84.2% | +40.9% | +43.3% | +75.9% |
| 5Y | +87.8% | +80.2% | +7.6% | +74.9% |
| All | +211.0% | +1,027.4% | -816.4% | +175.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling