+1,266.7%
AXP vs AXON
+101,343.3%
-100,076.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.4% |
| 7D | -2.1% | -14.2% | +12.0% | +0.3% |
| 30D | -6.5% | -15.4% | +8.9% | -4.5% |
| 3M | +4.6% | +0.5% | +4.2% | +3.4% |
| 6M | +5.4% | -9.5% | +14.9% | +5.2% |
| YTD | -11.1% | -9.2% | -1.9% | -11.9% |
| 1Y | -0.3% | -29.4% | +29.1% | +2.6% |
| 3Y | +111.6% | +139.4% | -27.8% | +72.4% |
| 5Y | +117.6% | +178.9% | -61.3% | +68.2% |
| 10Y | +474.1% | +1,840.8% | -1,366.7% | +203.1% |
| All | +1,266.7% | +101,343.3% | -100,076.7% | +304.2% |
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