+194.6%
AEP vs AXON
+1,278.1%
-1,083.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.6% | +1.5% |
| 7D | -1.5% | -28.7% | +27.2% | -0.7% |
| 30D | +4.5% | -28.3% | +32.8% | +5.3% |
| 3M | +2.8% | -46.9% | +49.7% | +4.4% |
| 6M | -0.7% | -24.9% | +24.2% | -0.3% |
| YTD | +13.8% | -46.6% | +60.5% | +15.2% |
| 1Y | +9.0% | -49.7% | +58.6% | +10.5% |
| 3Y | +83.0% | +40.6% | +42.4% | +75.1% |
| 5Y | +83.3% | +71.9% | +11.4% | +71.6% |
| 10Y | +194.6% | +1,180.9% | -986.3% | +172.0% |
| All | +194.6% | +1,278.1% | -1,083.5% | +172.0% |
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