+2,042.8%
AXON vs EMB
+127.3%
+1,915.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.2% |
| 7D | -25.6% | -0.4% | -25.2% | -25.3% |
| 30D | -23.9% | +1.1% | -25.0% | -24.7% |
| 3M | -50.4% | -2.0% | -48.4% | -49.2% |
| 6M | -20.0% | -1.9% | -18.1% | -17.9% |
| YTD | -44.5% | -0.5% | -44.0% | -43.8% |
| 1Y | -44.9% | +0.1% | -45.0% | -44.6% |
| 3Y | +44.7% | +29.7% | +15.1% | +12.3% |
| 5Y | +86.7% | +8.1% | +78.6% | +74.4% |
| 10Y | +1,060.5% | +36.3% | +1,024.2% | +824.9% |
| All | +2,042.8% | +127.3% | +1,915.5% | +777.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 all: compounded portfolio wealth divided by compounded EMB 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…
all analysis · Full analysis span regression · 6 months rolling