+1,854.5%
AXON vs BAX
-36.7%
+1,891.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.8% | +1.8% | -1.2% |
| 7D | -2.5% | -2.4% | 0.0% | -2.0% |
| 30D | -11.5% | -9.7% | -1.8% | -9.6% |
| 3M | +7.3% | +29.3% | -22.0% | +2.4% |
| 6M | -11.9% | +40.7% | -52.6% | -17.4% |
| YTD | -11.0% | +30.3% | -41.3% | -16.3% |
| 1Y | -31.8% | +3.4% | -35.2% | -33.1% |
| 3Y | +135.4% | -32.0% | +167.4% | +144.4% |
| 5Y | +176.9% | -66.9% | +243.7% | +260.8% |
| 10Y | +1,854.5% | -37.1% | +1,891.6% | +2,035.1% |
| All | +1,854.5% | -36.7% | +1,891.2% | +2,035.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 10y: compounded portfolio wealth divided by compounded BAX 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…
10y analysis · Full analysis span regression · 6 months rolling