-46.1%
AXON vs AEE
+11.1%
-57.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | -19.7% | +0.6% | -20.4% | -19.6% |
| 30D | -25.7% | +8.8% | -34.5% | -23.8% |
| 3M | -48.8% | +5.1% | -53.9% | -48.3% |
| 6M | -22.0% | +5.2% | -27.1% | -21.4% |
| YTD | -45.9% | +16.1% | -62.0% | -45.8% |
| 1Y | -46.1% | +10.4% | -56.5% | -45.2% |
| All | -46.1% | +11.1% | -57.2% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling