+143.0%
AXON vs BAH
-32.2%
+175.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.7% | -3.8% |
| 7D | -14.2% | -3.2% | -10.9% | -13.4% |
| 30D | -15.4% | +2.0% | -17.4% | -15.7% |
| 3M | +0.5% | -7.6% | +8.1% | +2.4% |
| 6M | -9.5% | -5.7% | -3.8% | -8.4% |
| YTD | -9.2% | -11.7% | +2.5% | -7.1% |
| 1Y | -29.4% | -27.4% | -2.0% | -25.1% |
| All | +143.0% | -32.2% | +175.1% | +150.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 3y: compounded portfolio wealth divided by compounded BAH 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…
3y analysis · Full analysis span regression · 6 months rolling