-33.1%
AXON vs DLTR
+19.6%
-52.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.6% | +1.5% | -1.8% |
| 7D | -3.3% | -10.2% | +6.9% | -0.4% |
| 30D | -17.8% | -8.5% | -9.3% | -16.0% |
| 3M | +8.3% | +5.6% | +2.7% | +5.6% |
| 6M | -12.4% | +2.2% | -14.5% | -16.9% |
| YTD | -13.7% | -3.8% | -10.0% | -18.3% |
| 1Y | -33.1% | +22.9% | -56.0% | -40.7% |
| All | -33.1% | +19.6% | -52.6% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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