+1,874.2%
AXON vs AA
+113.3%
+1,760.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.1% | -3.8% |
| 7D | -14.2% | -0.7% | -13.5% | -14.1% |
| 30D | -15.4% | +5.0% | -20.4% | -16.1% |
| 3M | +0.5% | -35.8% | +36.3% | +8.8% |
| 6M | -9.5% | -18.4% | +8.9% | -7.7% |
| YTD | -9.2% | -5.5% | -3.7% | -10.3% |
| 1Y | -29.4% | +61.0% | -90.3% | -37.7% |
| 3Y | +139.4% | +66.2% | +73.2% | +99.2% |
| 5Y | +178.9% | +11.4% | +167.5% | +137.9% |
| All | +1,874.2% | +113.3% | +1,760.9% | +956.0% |
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