-46.7%
AXON vs WAT
+23.8%
-70.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.0% | -19.2% | -18.4% |
| 7D | -26.8% | -1.1% | -25.7% | -26.6% |
| 30D | -22.9% | +5.0% | -27.9% | -23.6% |
| 3M | -40.1% | +14.5% | -54.6% | -41.6% |
| 6M | -18.9% | +30.9% | -49.8% | -22.7% |
| YTD | -44.9% | +20.5% | -65.4% | -47.1% |
| 1Y | -46.7% | +23.3% | -70.0% | -48.7% |
| All | -46.7% | +23.8% | -70.5% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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