+169.3%
AEP vs AXON
+1,845.5%
-1,676.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.8% |
| 7D | +2.0% | -2.5% | +4.5% | +2.1% |
| 30D | +0.5% | -11.5% | +12.0% | +0.8% |
| 3M | -0.3% | +7.3% | -7.6% | -0.7% |
| 6M | -3.5% | -11.9% | +8.5% | -3.4% |
| YTD | +11.3% | -11.0% | +22.3% | +11.2% |
| 1Y | +20.2% | -31.8% | +52.0% | +21.2% |
| 3Y | +79.8% | +135.4% | -55.6% | +69.6% |
| 5Y | +65.6% | +176.9% | -111.3% | +53.0% |
| 10Y | +169.3% | +1,854.5% | -1,685.2% | +140.1% |
| All | +169.3% | +1,845.5% | -1,676.2% | +140.1% |
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