+165.8%
DLR vs AXON
+1,845.5%
-1,679.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +0.8% |
| 7D | +3.4% | -2.5% | +5.9% | +3.6% |
| 30D | -2.2% | -11.5% | +9.3% | -1.2% |
| 3M | +4.7% | +7.3% | -2.6% | +3.0% |
| 6M | +9.0% | -11.9% | +21.0% | +9.0% |
| YTD | +24.1% | -11.0% | +35.1% | +23.5% |
| 1Y | +20.9% | -31.8% | +52.7% | +23.6% |
| 3Y | +60.0% | +135.4% | -75.4% | +39.8% |
| 5Y | +35.3% | +176.9% | -141.6% | +13.1% |
| 10Y | +165.8% | +1,854.5% | -1,688.7% | +98.9% |
| All | +165.8% | +1,845.5% | -1,679.7% | +98.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling