+1,907.3%
AXON vs AEE
+188.1%
+1,719.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -2.9% | -2.2% |
| 7D | -2.5% | +1.3% | -3.8% | -2.8% |
| 30D | -11.5% | -1.2% | -10.2% | -11.3% |
| 3M | +7.3% | +1.0% | +6.3% | +6.8% |
| 6M | -11.9% | -2.3% | -9.7% | -12.0% |
| YTD | -11.0% | +9.1% | -20.1% | -13.5% |
| 1Y | -31.8% | +10.6% | -42.3% | -34.0% |
| 3Y | +135.4% | +48.5% | +86.9% | +110.3% |
| 5Y | +176.9% | +39.9% | +137.0% | +149.1% |
| All | +1,907.3% | +188.1% | +1,719.2% | +1,674.2% |
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