+3,340.7%
DLR vs AXON
+1,429.4%
+1,911.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -18.2% | +17.9% | +2.4% |
| 7D | -3.6% | -26.8% | +23.2% | +0.6% |
| 30D | -3.5% | -22.9% | +19.4% | -0.2% |
| 3M | -8.9% | -40.1% | +31.2% | -2.8% |
| 6M | -11.6% | -18.9% | +7.3% | -10.9% |
| YTD | +14.9% | -44.9% | +59.8% | +21.3% |
| 1Y | +6.4% | -46.7% | +53.1% | +12.9% |
| 3Y | +47.3% | +44.3% | +2.9% | +29.9% |
| 5Y | +32.8% | +71.4% | -38.6% | +11.1% |
| 10Y | +169.6% | +1,324.0% | -1,154.5% | +46.0% |
| All | +3,340.7% | +1,429.4% | +1,911.3% | +1,067.2% |
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