+143.0%
AXON vs AEIS
+142.1%
+0.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.4% | -6.6% | -4.5% |
| 7D | -14.2% | +3.0% | -17.1% | -14.4% |
| 30D | -15.4% | -14.6% | -0.7% | -14.1% |
| 3M | +0.5% | -12.4% | +12.9% | +0.5% |
| 6M | -9.5% | -15.0% | +5.5% | -10.2% |
| YTD | -9.2% | +34.3% | -43.5% | -19.2% |
| 1Y | -29.4% | +87.4% | -116.7% | -42.7% |
| All | +143.0% | +142.1% | +0.8% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling