+830.1%
AXON vs EQH
+232.3%
+597.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -3.7% |
| 7D | -14.2% | +5.5% | -19.7% | -16.0% |
| 30D | -15.4% | +3.2% | -18.6% | -16.8% |
| 3M | +0.5% | +32.5% | -32.1% | -11.6% |
| 6M | -9.5% | +33.7% | -43.2% | -21.0% |
| YTD | -9.2% | +13.4% | -22.6% | -15.3% |
| 1Y | -29.4% | +0.6% | -30.0% | -30.6% |
| 3Y | +139.4% | +95.1% | +44.3% | +72.5% |
| 5Y | +178.9% | +92.7% | +86.2% | +97.6% |
| All | +830.1% | +232.3% | +597.8% | +381.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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