-48.1%
AXON vs EXR
+27.0%
-75.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.4% |
| 7D | -28.7% | +2.7% | -31.4% | -29.5% |
| 30D | -28.3% | +18.9% | -47.3% | -33.2% |
| 3M | -46.9% | +8.4% | -55.3% | -48.8% |
| 6M | -24.9% | +14.3% | -39.2% | -29.0% |
| YTD | -46.6% | +27.2% | -73.9% | -53.2% |
| All | -48.1% | +27.0% | -75.1% | -55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling