+109.6%
EEM vs AXON
+1,278.1%
-1,168.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.0% | +3.3% |
| 7D | -0.1% | -28.7% | +28.6% | +3.9% |
| 30D | -8.6% | -28.3% | +19.7% | -5.0% |
| 3M | -7.0% | -46.9% | +39.9% | 0.0% |
| 6M | -9.7% | -24.9% | +15.2% | -8.1% |
| YTD | +12.1% | -46.6% | +58.7% | +18.4% |
| 1Y | +14.1% | -49.7% | +63.8% | +21.3% |
| 3Y | +72.1% | +40.6% | +31.6% | +49.8% |
| 5Y | +34.1% | +71.9% | -37.8% | +9.1% |
| 10Y | +109.6% | +1,180.9% | -1,071.2% | +37.1% |
| All | +109.6% | +1,278.1% | -1,168.5% | +37.1% |
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