+145.3%
DAL vs AXON
+1,827.7%
-1,682.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +2.7% |
| 7D | +0.1% | -14.2% | +14.3% | +3.4% |
| 30D | -13.9% | -15.4% | +1.5% | -11.4% |
| 3M | +1.1% | +0.5% | +0.6% | -0.5% |
| 6M | +26.2% | -9.5% | +35.7% | +25.9% |
| YTD | +16.4% | -9.2% | +25.6% | +15.0% |
| 1Y | +33.9% | -29.4% | +63.2% | +39.3% |
| 3Y | +93.4% | +139.4% | -46.0% | +43.2% |
| 5Y | +106.4% | +178.9% | -72.6% | +40.2% |
| All | +145.3% | +1,827.7% | -1,682.5% | +11.4% |
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