+1,028.0%
AXON vs EXR
+205.9%
+822.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | 0.0% |
| 7D | -27.4% | +1.7% | -29.1% | -27.7% |
| 30D | -28.5% | +18.0% | -46.5% | -32.0% |
| 3M | -49.3% | +9.7% | -58.9% | -50.7% |
| 6M | -25.0% | +13.4% | -38.5% | -27.9% |
| YTD | -46.7% | +26.3% | -73.0% | -50.5% |
| 1Y | -48.3% | +27.6% | -75.8% | -52.1% |
| 3Y | +38.8% | +52.2% | -13.3% | +17.4% |
| 5Y | +77.7% | -1.1% | +78.8% | +71.2% |
| 10Y | +1,028.0% | +216.8% | +811.2% | +788.5% |
| All | +1,028.0% | +205.9% | +822.2% | +788.5% |
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