+1,180.9%
AXON vs EXPE
+119.8%
+1,061.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -28.7% | -13.3% | -15.4% | -25.0% |
| 30D | -28.3% | -5.5% | -22.8% | -26.9% |
| 3M | -46.9% | -16.5% | -30.4% | -43.8% |
| 6M | -24.9% | +13.1% | -38.0% | -28.3% |
| YTD | -46.6% | -8.0% | -38.6% | -45.9% |
| 1Y | -49.7% | +1.1% | -50.8% | -50.7% |
| 3Y | +40.6% | +131.2% | -90.6% | -2.0% |
| 5Y | +71.9% | +39.8% | +32.1% | +36.2% |
| 10Y | +1,180.9% | +118.5% | +1,062.4% | +611.6% |
| All | +1,180.9% | +119.8% | +1,061.0% | +611.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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