+1,180.9%
AXON vs EXR
+215.3%
+965.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | -28.7% | +2.7% | -31.4% | -29.3% |
| 30D | -28.3% | +18.9% | -47.3% | -31.9% |
| 3M | -46.9% | +8.4% | -55.3% | -48.2% |
| 6M | -24.9% | +14.3% | -39.2% | -27.9% |
| YTD | -46.6% | +27.2% | -73.9% | -50.4% |
| 1Y | -49.7% | +25.9% | -75.6% | -53.2% |
| 3Y | +40.6% | +54.6% | -14.1% | +18.8% |
| 5Y | +71.9% | -0.6% | +72.5% | +65.5% |
| 10Y | +1,180.9% | +208.5% | +972.3% | +961.2% |
| All | +1,180.9% | +215.3% | +965.6% | +961.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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