+22.5%
WMT vs AXON
-45.9%
+68.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | +0.1% |
| 7D | -2.7% | -25.6% | +22.9% | -2.5% |
| 30D | +11.1% | -23.9% | +35.0% | +11.3% |
| 3M | +11.2% | -50.4% | +61.7% | +10.9% |
| 6M | -1.3% | -20.0% | +18.7% | -0.7% |
| YTD | +13.5% | -44.5% | +58.0% | +14.0% |
| 1Y | +22.5% | -44.9% | +67.4% | +23.3% |
| All | +22.5% | -45.9% | +68.4% | +23.3% |
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