+1,016.4%
AXON vs AEIS
+350.2%
+666.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.3% |
| 7D | -19.7% | +23.2% | -42.9% | -25.0% |
| 30D | -25.7% | -17.0% | -8.7% | -22.8% |
| 3M | -48.8% | -32.2% | -16.6% | -44.1% |
| 6M | -22.0% | -32.6% | +10.6% | -17.7% |
| YTD | -45.9% | +9.4% | -55.3% | -53.4% |
| 1Y | -46.1% | +7.7% | -53.7% | -53.4% |
| 3Y | +40.9% | +157.9% | -117.0% | -18.7% |
| 5Y | +80.2% | +154.8% | -74.5% | +1.8% |
| All | +1,016.4% | +350.2% | +666.1% | +331.0% |
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