+77.2%
AXON vs EXR
-0.3%
+77.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.6% | -17.6% | -18.0% |
| 7D | -26.8% | +5.2% | -32.0% | -28.0% |
| 30D | -22.9% | +20.9% | -43.8% | -27.6% |
| 3M | -40.1% | +7.7% | -47.8% | -41.6% |
| 6M | -18.9% | +13.2% | -32.1% | -22.2% |
| YTD | -44.9% | +26.5% | -71.4% | -49.2% |
| 1Y | -46.7% | +27.2% | -73.9% | -51.0% |
| 3Y | +44.3% | +71.5% | -27.2% | +11.4% |
| All | +77.2% | -0.3% | +77.5% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling