-22.7%
TGT vs AXON
+177.9%
-200.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -0.8% |
| 7D | -0.6% | -2.5% | +1.8% | -0.4% |
| 30D | +9.5% | -11.5% | +21.0% | +10.7% |
| 3M | +32.3% | +7.3% | +25.0% | +29.9% |
| 6M | +37.0% | -11.9% | +49.0% | +37.2% |
| YTD | +71.0% | -11.0% | +82.0% | +70.4% |
| 1Y | +85.0% | -31.8% | +116.8% | +90.3% |
| 3Y | +46.8% | +135.4% | -88.6% | +12.1% |
| 5Y | -22.7% | +176.9% | -199.6% | -48.9% |
| All | -22.7% | +177.9% | -200.7% | -48.9% |
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