+642.9%
WDC vs AXON
+1,058.0%
-415.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.7% | -7.7% | -5.7% |
| 7D | +12.1% | +0.8% | +11.3% | +11.8% |
| 30D | -18.8% | -22.8% | +4.0% | -13.7% |
| 3M | -39.3% | -48.8% | +9.5% | -29.2% |
| 6M | -40.1% | -16.3% | -23.8% | -39.9% |
| YTD | +71.8% | -44.5% | +116.3% | +88.3% |
| 1Y | +88.5% | -43.4% | +131.9% | +105.8% |
| 3Y | +770.0% | +44.3% | +725.7% | +573.8% |
| 5Y | +549.0% | +85.1% | +463.9% | +339.9% |
| All | +642.9% | +1,058.0% | -415.1% | +211.9% |
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 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