+208.2%
TGT vs AXON
+1,811.1%
-1,602.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.8% |
| 7D | -3.6% | -3.3% | -0.2% | -3.2% |
| 30D | +4.4% | -17.8% | +22.2% | +6.5% |
| 3M | +25.4% | +8.3% | +17.1% | +23.1% |
| 6M | +33.4% | -12.4% | +45.7% | +33.5% |
| YTD | +65.6% | -13.7% | +79.3% | +65.3% |
| 1Y | +80.3% | -33.1% | +113.3% | +85.1% |
| 3Y | +42.1% | +128.2% | -86.1% | +18.4% |
| 5Y | -25.0% | +170.5% | -195.5% | -41.3% |
| 10Y | +208.2% | +1,846.0% | -1,637.8% | +86.6% |
| All | +208.2% | +1,811.1% | -1,602.9% | +86.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling