+100.2%
DAL vs AXON
+105.6%
-5.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.7% |
| 6M | +21.4% | +0.5% | +20.9% | +18.0% |
| YTD | +24.3% | -32.6% | +57.0% | +30.8% |
| 1Y | +47.4% | -40.2% | +87.6% | +59.4% |
| 3Y | +164.6% | +76.1% | +88.5% | +95.8% |
| 5Y | +100.2% | +109.5% | -9.2% | +10.6% |
| All | +100.2% | +105.6% | -5.3% | +10.6% |
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