+65,669.6%
AXON vs AEE
+693.8%
+64,975.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -27.4% | +3.0% | -30.4% | -28.3% |
| 30D | -28.5% | +11.2% | -39.7% | -31.9% |
| 3M | -49.3% | +7.0% | -56.3% | -50.9% |
| 6M | -25.0% | +5.7% | -30.7% | -27.4% |
| YTD | -46.7% | +16.2% | -63.0% | -50.9% |
| 1Y | -48.3% | +12.0% | -60.3% | -51.6% |
| 3Y | +38.8% | +63.4% | -24.5% | +6.8% |
| 5Y | +77.7% | +56.0% | +21.7% | +36.8% |
| 10Y | +1,028.0% | +217.4% | +810.7% | +440.7% |
| All | +65,669.6% | +693.8% | +64,975.7% | +22,319.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling