+182.3%
AXON vs W
-63.2%
+245.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.5% | -6.7% | -4.7% |
| 7D | -14.2% | -4.2% | -10.0% | -13.4% |
| 30D | -15.4% | -7.6% | -7.8% | -14.0% |
| 3M | +0.5% | +37.2% | -36.7% | -6.0% |
| 6M | -9.5% | +26.3% | -35.8% | -14.5% |
| YTD | -9.2% | -1.0% | -8.2% | -10.9% |
| 1Y | -29.4% | +20.1% | -49.5% | -33.8% |
| 3Y | +139.4% | +37.8% | +101.6% | +101.0% |
| All | +182.3% | -63.2% | +245.5% | +215.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 5y: compounded portfolio wealth divided by compounded W 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…
5y analysis · Full analysis span regression · 6 months rolling