+25.4%
EMR vs AXON
-50.2%
+75.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -18.2% | +18.0% | +1.4% |
| 7D | -1.6% | -26.8% | +25.3% | +0.9% |
| 30D | +2.0% | -22.9% | +24.9% | +4.1% |
| 3M | +3.8% | -40.1% | +43.9% | +8.1% |
| 6M | +10.5% | -18.9% | +29.4% | +13.0% |
| YTD | +23.7% | -44.9% | +68.6% | +30.7% |
| 1Y | +25.4% | -46.7% | +72.1% | +35.2% |
| All | +25.4% | -50.2% | +75.6% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling