+2,317.0%
AXON vs EXR
+3,094.9%
-777.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.6% | -17.6% | -17.9% |
| 7D | -26.8% | +5.2% | -32.0% | -28.6% |
| 30D | -22.9% | +20.9% | -43.8% | -29.7% |
| 3M | -40.1% | +7.7% | -47.8% | -42.2% |
| 6M | -18.9% | +13.2% | -32.1% | -23.8% |
| YTD | -44.9% | +26.5% | -71.4% | -51.2% |
| 1Y | -46.7% | +27.2% | -73.9% | -53.0% |
| 3Y | +44.3% | +71.5% | -27.2% | +4.1% |
| 5Y | +71.4% | +0.4% | +71.0% | +58.0% |
| 10Y | +1,324.0% | +225.2% | +1,098.8% | +538.3% |
| All | +2,317.0% | +3,094.9% | -777.9% | +179.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling