+67,943.5%
AXON vs AA
-39.9%
+67,983.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.9% | -21.1% | -19.1% |
| 7D | -26.8% | +0.9% | -27.7% | -27.1% |
| 30D | -22.9% | -6.7% | -16.2% | -21.5% |
| 3M | -40.1% | -16.3% | -23.7% | -37.0% |
| 6M | -18.9% | -37.1% | +18.2% | -8.5% |
| YTD | -44.9% | -25.0% | -19.9% | -42.3% |
| 1Y | -46.7% | +8.6% | -55.3% | -50.6% |
| 3Y | +44.3% | +57.2% | -12.9% | +8.4% |
| 5Y | +71.4% | -13.0% | +84.4% | +40.8% |
| 10Y | +1,324.0% | +65.5% | +1,258.5% | +579.3% |
| All | +67,943.5% | -39.9% | +67,983.4% | +34,057.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling