+129.8%
AXON vs WTW
+60.9%
+68.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.5% | -1.8% |
| 7D | -3.3% | -7.1% | +3.8% | -0.9% |
| 30D | -17.8% | -8.5% | -9.3% | -15.4% |
| 3M | +8.3% | +20.6% | -12.3% | +2.1% |
| 6M | -12.4% | +7.2% | -19.6% | -15.1% |
| YTD | -13.7% | -3.9% | -9.9% | -14.8% |
| 1Y | -33.1% | -3.6% | -29.5% | -34.1% |
| All | +129.8% | +60.9% | +68.9% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling