+7.0%
WMT vs AXON
-28.9%
+36.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -1.3% |
| 7D | +3.9% | -14.2% | +18.1% | +3.6% |
| 30D | -4.4% | -15.4% | +11.0% | -4.7% |
| 3M | -8.8% | +0.5% | -9.3% | -8.7% |
| 6M | -15.6% | -9.5% | -6.1% | -16.7% |
| YTD | -3.2% | -9.2% | +6.0% | -3.6% |
| 1Y | +7.0% | -29.4% | +36.4% | +5.4% |
| All | +7.0% | -28.9% | +36.0% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling