+1,180.9%
AXON vs WAB
+305.5%
+875.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.1% | -8.3% | -5.3% |
| 7D | -28.7% | +4.0% | -32.7% | -30.0% |
| 30D | -28.3% | +4.5% | -32.8% | -29.8% |
| 3M | -46.9% | +2.3% | -49.2% | -47.5% |
| 6M | -24.9% | +12.5% | -37.3% | -29.4% |
| YTD | -46.6% | +40.2% | -86.8% | -54.9% |
| 1Y | -49.7% | +45.2% | -94.9% | -58.2% |
| 3Y | +40.6% | +171.8% | -131.2% | -11.6% |
| 5Y | +71.9% | +217.6% | -145.7% | +0.6% |
| 10Y | +1,180.9% | +285.3% | +895.6% | +464.5% |
| All | +1,180.9% | +305.5% | +875.4% | +464.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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