+17.1%
DLR vs AXON
-44.3%
+61.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.6% | -2.0% |
| 7D | +3.3% | +0.8% | +2.5% | +3.3% |
| 30D | +4.6% | -22.8% | +27.4% | +5.3% |
| 3M | -8.3% | -48.8% | +40.5% | -7.5% |
| 6M | -5.6% | -16.3% | +10.7% | -5.8% |
| YTD | +18.7% | -44.5% | +63.2% | +21.2% |
| 1Y | +17.1% | -43.4% | +60.5% | +19.0% |
| All | +17.1% | -44.3% | +61.4% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling