+301.5%
EMR vs AXON
+1,278.1%
-976.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.1% | +7.6% | +4.9% |
| 7D | +2.1% | -28.7% | +30.9% | +7.6% |
| 30D | +4.8% | -28.3% | +33.1% | +10.2% |
| 3M | +7.5% | -46.9% | +54.4% | +18.3% |
| 6M | +20.9% | -24.9% | +45.7% | +24.0% |
| YTD | +29.2% | -46.6% | +75.8% | +38.9% |
| 1Y | +33.0% | -49.7% | +82.7% | +44.4% |
| 3Y | +109.8% | +40.6% | +69.2% | +80.7% |
| 5Y | +91.9% | +71.9% | +20.1% | +53.5% |
| 10Y | +301.5% | +1,180.9% | -879.4% | +118.5% |
| All | +301.5% | +1,278.1% | -976.6% | +118.5% |
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