+1,786.0%
AXON vs AU
+694.8%
+1,091.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.3% | +2.0% | -2.0% |
| 7D | -11.0% | -7.0% | -4.0% | -10.5% |
| 30D | -24.7% | +7.3% | -32.0% | -25.1% |
| 3M | +7.0% | +33.2% | -26.2% | +4.8% |
| 6M | -9.6% | -0.6% | -9.0% | -10.1% |
| YTD | -15.7% | +26.2% | -41.8% | -17.5% |
| 1Y | -35.9% | +68.3% | -104.2% | -38.7% |
| 3Y | +123.0% | +592.1% | -469.1% | +94.1% |
| 5Y | +166.3% | +685.3% | -518.9% | +129.0% |
| All | +1,786.0% | +694.8% | +1,091.1% | +1,725.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling