+88.4%
AXON vs EXE
+76.7%
+11.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.6% |
| 7D | +0.8% | +5.3% | -4.6% | 0.0% |
| 30D | -22.8% | -2.2% | -20.6% | -22.5% |
| 3M | -48.8% | -5.9% | -42.9% | -48.4% |
| 6M | -16.3% | -5.7% | -10.6% | -15.8% |
| YTD | -44.5% | -17.8% | -26.6% | -43.1% |
| 1Y | -43.4% | -23.1% | -20.3% | -41.4% |
| 3Y | +44.3% | +21.2% | +23.1% | +38.1% |
| All | +88.4% | +76.7% | +11.7% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling