+182.3%
AXON vs EXPE
+111.8%
+70.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.5% | -3.6% |
| 7D | -14.2% | -9.5% | -4.6% | -11.1% |
| 30D | -15.4% | -6.6% | -8.8% | -13.3% |
| 3M | +0.5% | +31.4% | -30.9% | -8.2% |
| 6M | -9.5% | +35.2% | -44.7% | -18.0% |
| YTD | -9.2% | +5.8% | -15.0% | -12.1% |
| 1Y | -29.4% | +38.7% | -68.0% | -37.7% |
| 3Y | +139.4% | +175.8% | -36.4% | +58.8% |
| All | +182.3% | +111.8% | +70.5% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling