+1,180.9%
AXON vs AA
+64.5%
+1,116.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.8% | -8.9% | -4.2% |
| 7D | -28.7% | +4.8% | -33.5% | -29.5% |
| 30D | -28.3% | -0.6% | -27.7% | -28.4% |
| 3M | -46.9% | -16.3% | -30.6% | -45.2% |
| 6M | -24.9% | -33.4% | +8.5% | -19.8% |
| YTD | -46.6% | -20.7% | -25.9% | -45.6% |
| 1Y | -49.7% | +12.9% | -62.6% | -52.3% |
| 3Y | +40.6% | +75.7% | -35.2% | +15.3% |
| 5Y | +71.9% | -6.8% | +78.7% | +52.8% |
| 10Y | +1,180.9% | +53.6% | +1,127.2% | +635.7% |
| All | +1,180.9% | +64.5% | +1,116.4% | +635.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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