+102.9%
DAL vs AXON
+71.5%
+31.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -18.2% | +20.3% | +6.0% |
| 7D | +8.8% | -26.8% | +35.6% | +15.7% |
| 30D | +5.4% | -22.9% | +28.3% | +10.8% |
| 3M | -4.9% | -40.1% | +35.2% | +4.7% |
| 6M | +19.8% | -18.9% | +38.7% | +21.2% |
| YTD | +27.0% | -44.9% | +71.9% | +38.7% |
| 1Y | +52.5% | -46.7% | +99.1% | +67.7% |
| 3Y | +173.8% | +44.3% | +129.5% | +109.9% |
| All | +102.9% | +71.5% | +31.4% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling