+1,180.9%
AXON vs AEIS
+358.4%
+822.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +11.3% | -14.5% | -6.4% |
| 7D | -28.7% | +1.0% | -29.7% | -29.8% |
| 30D | -28.3% | -24.0% | -4.3% | -23.6% |
| 3M | -46.9% | -32.5% | -14.4% | -42.1% |
| 6M | -24.9% | -38.6% | +13.7% | -18.4% |
| YTD | -46.6% | +4.8% | -51.5% | -53.5% |
| 1Y | -49.7% | +1.3% | -51.0% | -55.7% |
| 3Y | +40.6% | +159.2% | -118.7% | -19.5% |
| 5Y | +71.9% | +140.8% | -68.9% | -1.2% |
| 10Y | +1,180.9% | +349.8% | +831.1% | +429.1% |
| All | +1,180.9% | +358.4% | +822.4% | +429.1% |
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