+5.9%
DLR vs AXON
-48.8%
+54.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -18.2% | +17.9% | +0.2% |
| 7D | -3.6% | -26.8% | +23.2% | -2.8% |
| 30D | -3.5% | -22.9% | +19.4% | -2.7% |
| 3M | -8.9% | -40.1% | +31.2% | -8.2% |
| 6M | -11.6% | -18.9% | +7.3% | -11.8% |
| YTD | +14.9% | -44.9% | +59.8% | +17.4% |
| All | +5.9% | -48.8% | +54.7% | +11.9% |
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 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