+182.5%
AXON vs AEE
+42.0%
+140.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.2% | -4.2% |
| 7D | -14.2% | +0.3% | -14.5% | -14.2% |
| 30D | -15.4% | -2.3% | -13.1% | -15.1% |
| 3M | +0.5% | +0.2% | +0.3% | +0.2% |
| 6M | -9.5% | -4.7% | -4.8% | -9.1% |
| YTD | -9.2% | +8.1% | -17.3% | -11.6% |
| 1Y | -29.4% | +8.5% | -37.9% | -31.4% |
| 3Y | +139.4% | +48.9% | +90.5% | +115.7% |
| All | +182.5% | +42.0% | +140.4% | +153.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling