+1,016.4%
AXON vs AEE
+219.0%
+797.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | -19.7% | +0.6% | -20.4% | -19.8% |
| 30D | -25.7% | +8.8% | -34.5% | -27.1% |
| 3M | -48.8% | +5.1% | -53.9% | -49.4% |
| 6M | -22.0% | +5.2% | -27.1% | -23.2% |
| YTD | -45.9% | +16.1% | -62.0% | -48.2% |
| 1Y | -46.1% | +10.4% | -56.5% | -47.7% |
| 3Y | +40.9% | +63.1% | -22.2% | +22.6% |
| 5Y | +80.2% | +55.6% | +24.6% | +57.4% |
| All | +1,016.4% | +219.0% | +797.4% | +903.0% |
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