-25.1%
TGT vs AXON
+72.9%
-97.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | +5.5% | -27.4% | +32.9% | +9.0% |
| 30D | +6.0% | -28.5% | +34.5% | +9.6% |
| 3M | +8.0% | -49.3% | +57.3% | +15.5% |
| 6M | +32.3% | -25.0% | +57.3% | +34.1% |
| YTD | +71.3% | -46.7% | +118.0% | +79.7% |
| 1Y | +86.8% | -48.3% | +135.1% | +96.6% |
| 3Y | +67.9% | +38.8% | +29.0% | +35.6% |
| 5Y | -25.1% | +77.7% | -102.8% | -48.5% |
| All | -25.1% | +72.9% | -97.9% | -48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling