+132.3%
EEM vs AXON
+1,811.1%
-1,678.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.1% |
| 7D | +2.0% | -3.3% | +5.3% | +2.4% |
| 30D | +5.1% | -17.8% | +22.9% | +7.5% |
| 3M | +4.6% | +8.3% | -3.7% | +2.4% |
| 6M | +17.8% | -12.4% | +30.1% | +18.0% |
| YTD | +25.8% | -13.7% | +39.5% | +25.6% |
| 1Y | +36.4% | -33.1% | +69.5% | +40.5% |
| 3Y | +90.0% | +128.2% | -38.2% | +56.5% |
| 5Y | +46.6% | +170.5% | -123.9% | +13.5% |
| 10Y | +132.3% | +1,846.0% | -1,713.7% | +43.7% |
| All | +132.3% | +1,811.1% | -1,678.8% | +43.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling