+15,349.5%
WDC vs AXON
+59,416.1%
-44,066.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -16.7% | -27.4% | +10.6% | -11.8% |
| 30D | -27.2% | -28.5% | +1.3% | -22.6% |
| 3M | -34.0% | -49.3% | +15.3% | -25.7% |
| 6M | -39.7% | -25.0% | -14.7% | -38.0% |
| YTD | +68.1% | -46.7% | +114.8% | +81.8% |
| 1Y | +66.3% | -48.3% | +114.6% | +81.2% |
| 3Y | +754.4% | +38.8% | +715.6% | +642.9% |
| 5Y | +595.8% | +77.7% | +518.1% | +461.0% |
| 10Y | +660.4% | +1,028.0% | -367.6% | +320.1% |
| All | +15,349.5% | +59,416.1% | -44,066.6% | +4,314.0% |
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