+118.1%
DAL vs AXON
+1,616.3%
-1,498.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.8% | +5.5% | -2.2% |
| 7D | +4.6% | -12.7% | +17.2% | +7.7% |
| 30D | +2.3% | -8.6% | +10.9% | +4.3% |
| 3M | -8.1% | -37.2% | +29.1% | +0.8% |
| 6M | +21.4% | +0.5% | +20.9% | +18.2% |
| YTD | +24.3% | -32.6% | +57.0% | +30.8% |
| 1Y | +47.4% | -40.2% | +87.6% | +59.2% |
| 3Y | +164.6% | +76.1% | +88.5% | +108.3% |
| 5Y | +100.2% | +109.5% | -9.2% | +43.8% |
| All | +118.1% | +1,616.3% | -1,498.2% | +1.2% |
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