+112,002.2%
AXON vs EXEL
+265.4%
+111,736.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.1% |
| 7D | -14.2% | +8.4% | -22.5% | -15.5% |
| 30D | -15.4% | +4.1% | -19.5% | -16.0% |
| 3M | +0.5% | +12.4% | -11.9% | -1.6% |
| 6M | -9.5% | +41.5% | -51.0% | -15.6% |
| YTD | -9.2% | +34.6% | -43.8% | -14.7% |
| 1Y | -29.4% | +57.9% | -87.2% | -36.0% |
| 3Y | +139.4% | +159.5% | -20.1% | +92.9% |
| 5Y | +178.9% | +198.5% | -19.6% | +116.2% |
| 10Y | +1,840.8% | +411.4% | +1,429.4% | +1,142.1% |
| All | +112,002.2% | +265.4% | +111,736.8% | +41,595.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling