+47.5%
TGT vs AXON
+141.6%
-94.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.4% | +0.4% |
| 7D | +0.8% | -14.2% | +14.9% | +1.4% |
| 30D | +12.2% | -15.4% | +27.6% | +12.8% |
| 3M | +33.8% | +0.5% | +33.3% | +33.2% |
| 6M | +39.3% | -9.5% | +48.8% | +39.2% |
| YTD | +72.9% | -9.2% | +82.1% | +72.5% |
| 1Y | +84.6% | -29.4% | +113.9% | +86.1% |
| All | +47.5% | +141.6% | -94.2% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling