+76.4%
AXON vs BAM
+84.2%
-7.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -3.0% | -6.8% | -8.2% |
| 7D | -12.7% | +7.9% | -20.6% | -16.2% |
| 30D | -8.6% | +16.0% | -24.7% | -15.5% |
| 3M | -37.2% | +0.6% | -37.9% | -37.4% |
| 6M | +0.5% | +10.5% | -10.0% | -4.6% |
| YTD | -32.6% | +3.2% | -35.9% | -34.3% |
| 1Y | -40.2% | +1.0% | -41.2% | -41.1% |
| All | +76.4% | +84.2% | -7.8% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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