+1,060.5%
AXON vs WAB
+282.9%
+777.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.0% | +4.2% |
| 7D | -25.6% | +3.1% | -28.8% | -26.7% |
| 30D | -23.9% | +6.4% | -30.3% | -26.1% |
| 3M | -50.4% | +2.2% | -52.6% | -51.0% |
| 6M | -20.0% | +13.7% | -33.7% | -25.1% |
| YTD | -44.5% | +43.0% | -87.5% | -53.4% |
| 1Y | -44.9% | +47.0% | -91.8% | -54.3% |
| 3Y | +44.7% | +174.4% | -129.7% | -8.9% |
| 5Y | +86.7% | +222.2% | -135.5% | +9.2% |
| 10Y | +1,060.5% | +276.9% | +783.6% | +445.8% |
| All | +1,060.5% | +282.9% | +777.6% | +445.8% |
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