+583.6%
WDC vs AXON
+1,304.2%
-720.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -18.2% | +16.7% | +3.0% |
| 7D | -28.0% | -26.8% | -1.1% | -22.4% |
| 30D | -34.9% | -22.9% | -12.0% | -30.8% |
| 3M | -41.6% | -40.1% | -1.5% | -34.7% |
| 6M | -45.4% | -18.9% | -26.5% | -44.9% |
| YTD | +53.3% | -44.9% | +98.2% | +68.3% |
| 1Y | +61.5% | -46.7% | +108.2% | +79.2% |
| 3Y | +712.3% | +44.3% | +668.0% | +530.8% |
| 5Y | +524.2% | +71.4% | +452.9% | +335.6% |
| All | +583.6% | +1,304.2% | -720.6% | +202.8% |
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