-48.1%
AXON vs AEIS
-2.1%
-46.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +11.3% | -14.5% | -3.0% |
| 7D | -28.7% | +1.0% | -29.7% | -28.4% |
| 30D | -28.3% | -24.0% | -4.3% | -28.1% |
| 3M | -46.9% | -32.5% | -14.4% | -47.0% |
| 6M | -24.9% | -38.6% | +13.7% | -25.0% |
| YTD | -46.6% | +4.8% | -51.5% | -54.2% |
| All | -48.1% | -2.1% | -46.1% | -54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling