+815.8%
WDC vs AXON
+40.7%
+775.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | -0.3% |
| 7D | +16.3% | -19.7% | +36.0% | +19.7% |
| 30D | -18.3% | -25.7% | +7.4% | -14.6% |
| 3M | -31.4% | -48.8% | +17.4% | -25.2% |
| 6M | -36.3% | -22.0% | -14.3% | -35.5% |
| YTD | +80.8% | -45.9% | +126.8% | +93.1% |
| 1Y | +87.7% | -46.1% | +133.8% | +100.7% |
| All | +815.8% | +40.7% | +775.1% | +635.6% |
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