+1,297.9%
AXP vs AXON
+83,345.3%
-82,047.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.9% |
| 7D | +4.6% | +0.2% | +4.4% | +4.6% |
| 30D | +9.7% | +3.0% | +6.7% | +9.1% |
| 3M | -3.8% | -30.1% | +26.4% | +1.2% |
| 6M | +4.8% | +7.7% | -2.9% | +1.7% |
| YTD | -9.1% | -25.3% | +16.2% | -7.3% |
| 1Y | -6.7% | -39.9% | +33.2% | -1.5% |
| 3Y | +125.2% | +95.2% | +30.0% | +89.3% |
| 5Y | +105.0% | +129.9% | -24.9% | +63.4% |
| 10Y | +481.5% | +1,829.8% | -1,348.4% | +207.8% |
| All | +1,297.9% | +83,345.3% | -82,047.4% | +325.7% |
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