+403.7%
DAL vs AXON
+4,422.2%
-4,018.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.8% | +5.3% | +6.7% |
| 7D | +11.1% | +0.2% | +10.8% | +11.0% |
| 30D | +7.7% | +3.0% | +4.7% | +6.8% |
| 3M | -3.5% | -30.1% | +26.6% | +4.8% |
| 6M | +31.3% | +7.7% | +23.6% | +24.8% |
| YTD | +30.0% | -25.3% | +55.3% | +34.2% |
| 1Y | +62.1% | -39.9% | +102.0% | +77.0% |
| 3Y | +176.6% | +95.2% | +81.4% | +103.8% |
| 5Y | +126.2% | +129.9% | -3.7% | +52.0% |
| 10Y | +135.1% | +1,829.8% | -1,694.7% | -26.8% |
| All | +403.7% | +4,422.2% | -4,018.4% | -21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling