+112,002.2%
AXON vs WM
+1,242.2%
+110,760.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -2.9% | -3.5% |
| 7D | -14.2% | -0.3% | -13.9% | -14.0% |
| 30D | -15.4% | -2.4% | -13.0% | -14.5% |
| 3M | +0.5% | +0.4% | +0.1% | -0.3% |
| 6M | -9.5% | -9.5% | 0.0% | -5.2% |
| YTD | -9.2% | +0.5% | -9.7% | -10.5% |
| 1Y | -29.4% | -1.1% | -28.3% | -30.1% |
| 3Y | +139.4% | +46.0% | +93.4% | +86.1% |
| 5Y | +178.9% | +51.8% | +127.1% | +108.5% |
| 10Y | +1,840.8% | +307.5% | +1,533.3% | +664.7% |
| All | +112,002.2% | +1,242.2% | +110,760.0% | +23,199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 all: compounded portfolio wealth divided by compounded WM 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…
all analysis · Full analysis span regression · 6 months rolling