-39.9%
AXON vs EXE
-18.4%
-21.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.9% | +4.7% | +1.6% |
| 7D | +0.2% | -4.7% | +4.9% | -0.2% |
| 30D | +3.0% | +1.0% | +2.0% | +3.1% |
| 3M | -30.1% | -5.6% | -24.5% | -30.5% |
| 6M | +7.7% | -12.3% | +20.0% | +6.4% |
| YTD | -25.3% | -19.5% | -5.8% | -26.6% |
| 1Y | -39.9% | -18.9% | -21.1% | -42.5% |
| All | -39.9% | -18.4% | -21.5% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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