+24.1%
WMT vs AXON
-45.7%
+69.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +0.4% |
| 7D | -1.2% | -19.7% | +18.5% | -1.0% |
| 30D | +12.4% | -25.7% | +38.1% | +12.6% |
| 3M | +9.0% | -48.8% | +57.8% | +8.8% |
| 6M | -3.0% | -22.0% | +19.0% | -2.3% |
| YTD | +14.0% | -45.9% | +59.9% | +14.5% |
| All | +24.1% | -45.7% | +69.8% | +25.9% |
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