+182.3%
AXON vs WWD
+198.3%
-16.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.2% | -4.6% |
| 7D | -14.2% | +1.3% | -15.4% | -14.5% |
| 30D | -15.4% | -7.2% | -8.2% | -13.0% |
| 3M | +0.5% | -3.8% | +4.3% | +0.8% |
| 6M | -9.5% | -9.9% | +0.4% | -7.5% |
| YTD | -9.2% | +14.8% | -24.0% | -17.2% |
| 1Y | -29.4% | +42.1% | -71.4% | -41.9% |
| 3Y | +139.4% | +170.8% | -31.4% | +42.5% |
| All | +182.3% | +198.3% | -16.0% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 5y: compounded portfolio wealth divided by compounded WWD 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…
5y analysis · Full analysis span regression · 6 months rolling