+1,854.5%
AXON vs EXEL
+380.2%
+1,474.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.5% |
| 7D | -2.5% | +1.4% | -3.9% | -2.8% |
| 30D | -11.5% | +6.7% | -18.1% | -12.8% |
| 3M | +7.3% | +11.5% | -4.2% | +5.1% |
| 6M | -11.9% | +38.8% | -50.7% | -18.0% |
| YTD | -11.0% | +31.6% | -42.6% | -16.5% |
| 1Y | -31.8% | +53.0% | -84.8% | -38.4% |
| 3Y | +135.4% | +160.8% | -25.4% | +83.9% |
| 5Y | +176.9% | +190.1% | -13.2% | +108.3% |
| 10Y | +1,854.5% | +367.0% | +1,487.5% | +1,171.2% |
| All | +1,854.5% | +380.2% | +1,474.3% | +1,171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 10y: compounded portfolio wealth divided by compounded EXEL 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…
10y analysis · Full analysis span regression · 6 months rolling