+211.8%
TGT vs AXON
+1,048.6%
-836.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | +5.5% | -27.4% | +32.9% | +9.2% |
| 30D | +6.0% | -28.5% | +34.5% | +9.8% |
| 3M | +8.0% | -49.3% | +57.3% | +16.0% |
| 6M | +32.3% | -25.0% | +57.3% | +34.5% |
| YTD | +71.3% | -46.7% | +118.0% | +79.9% |
| 1Y | +86.8% | -48.3% | +135.1% | +96.9% |
| 3Y | +67.9% | +38.8% | +29.0% | +47.3% |
| 5Y | -25.1% | +77.7% | -102.8% | -38.8% |
| 10Y | +211.8% | +1,028.0% | -816.2% | +103.5% |
| All | +211.8% | +1,048.6% | -836.8% | +103.5% |
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