+1,854.5%
AXON vs AEIS
+546.3%
+1,308.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -2.8% |
| 7D | -2.5% | +8.1% | -10.6% | -4.8% |
| 30D | -11.5% | -11.1% | -0.3% | -8.9% |
| 3M | +7.3% | -5.6% | +12.9% | +5.2% |
| 6M | -11.9% | -0.6% | -11.3% | -17.4% |
| YTD | -11.0% | +38.0% | -49.0% | -26.9% |
| 1Y | -31.8% | +87.2% | -119.0% | -50.8% |
| 3Y | +135.4% | +179.7% | -44.3% | +37.4% |
| 5Y | +176.9% | +241.7% | -64.9% | +45.3% |
| 10Y | +1,854.5% | +547.2% | +1,307.3% | +537.8% |
| All | +1,854.5% | +546.3% | +1,308.2% | +537.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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