+1,265.9%
AXP vs AXON
+75,157.7%
-73,891.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.8% | +7.5% | -0.7% |
| 7D | +0.4% | -12.7% | +13.1% | +2.6% |
| 30D | +7.0% | -8.6% | +15.6% | +8.5% |
| 3M | -6.6% | -37.2% | +30.6% | -0.1% |
| 6M | +3.5% | +0.5% | +2.9% | +1.5% |
| YTD | -11.2% | -32.6% | +21.5% | -7.9% |
| 1Y | -10.2% | -40.2% | +30.0% | -5.1% |
| 3Y | +120.0% | +76.1% | +44.0% | +88.0% |
| 5Y | +95.6% | +109.5% | -13.9% | +58.2% |
| 10Y | +468.1% | +1,640.5% | -1,172.4% | +205.7% |
| All | +1,265.9% | +75,157.7% | -73,891.9% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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