+24,864.4%
WDC vs AXON
+101,343.3%
-76,479.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.2% | +10.0% | +6.6% |
| 7D | +1.7% | -14.2% | +15.9% | +4.4% |
| 30D | -10.0% | -15.4% | +5.4% | -7.6% |
| 3M | -18.8% | +0.5% | -19.2% | -20.2% |
| 6M | +79.0% | -9.5% | +88.5% | +77.3% |
| YTD | +171.6% | -9.2% | +180.8% | +166.8% |
| 1Y | +417.4% | -29.4% | +446.8% | +430.8% |
| 3Y | +1,251.8% | +139.4% | +1,112.4% | +963.4% |
| 5Y | +911.7% | +178.9% | +732.8% | +650.9% |
| 10Y | +1,399.6% | +1,840.8% | -441.2% | +647.3% |
| All | +24,864.4% | +101,343.3% | -76,479.0% | +6,379.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling