+1,046.6%
AXON vs AA
+42.1%
+1,004.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.0% |
| 7D | +0.8% | +0.5% | +0.3% | +0.6% |
| 30D | -22.8% | -0.6% | -22.2% | -22.9% |
| 3M | -48.8% | -19.7% | -29.1% | -46.8% |
| 6M | -16.3% | -41.6% | +25.3% | -8.3% |
| YTD | -44.5% | -24.6% | -19.8% | -42.9% |
| 1Y | -43.4% | +4.9% | -48.3% | -45.5% |
| 3Y | +44.3% | +66.8% | -22.6% | +19.6% |
| 5Y | +85.1% | -19.4% | +104.5% | +69.7% |
| All | +1,046.6% | +42.1% | +1,004.5% | +578.8% |
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