+128.1%
DAL vs AXON
+1,278.1%
-1,150.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.1% | +8.4% | +6.0% |
| 7D | +10.0% | -28.7% | +38.8% | +17.8% |
| 30D | +12.0% | -28.3% | +40.3% | +19.8% |
| 3M | +0.8% | -46.9% | +47.7% | +14.3% |
| 6M | +26.2% | -24.9% | +51.1% | +30.5% |
| YTD | +33.7% | -46.6% | +80.3% | +47.0% |
| 1Y | +57.6% | -49.7% | +107.3% | +75.7% |
| 3Y | +183.5% | +40.6% | +142.9% | +133.1% |
| 5Y | +114.2% | +71.9% | +42.3% | +59.6% |
| 10Y | +128.1% | +1,180.9% | -1,052.7% | +13.5% |
| All | +128.1% | +1,278.1% | -1,150.0% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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