+1,180.9%
AXON vs AEE
+205.5%
+975.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.2% | -3.4% |
| 7D | -28.7% | +2.3% | -31.1% | -29.1% |
| 30D | -28.3% | +11.6% | -39.9% | -30.0% |
| 3M | -46.9% | +5.5% | -52.4% | -47.6% |
| 6M | -24.9% | +6.0% | -30.9% | -26.1% |
| YTD | -46.6% | +16.6% | -63.2% | -48.9% |
| 1Y | -49.7% | +12.1% | -61.7% | -51.3% |
| 3Y | +40.6% | +64.2% | -23.7% | +22.7% |
| 5Y | +71.9% | +59.1% | +12.8% | +50.0% |
| 10Y | +1,180.9% | +210.2% | +970.7% | +1,213.7% |
| All | +1,180.9% | +205.5% | +975.3% | +1,213.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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