-48.3%
AXON vs BAX
+47.2%
-95.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -27.4% | +3.6% | -31.0% | -27.9% |
| 30D | -28.5% | +8.5% | -37.0% | -29.8% |
| 3M | -49.3% | -4.9% | -44.4% | -48.9% |
| 6M | -25.0% | +47.0% | -72.0% | -27.9% |
| YTD | -46.7% | +38.4% | -85.2% | -50.1% |
| 1Y | -48.3% | +49.1% | -97.4% | -51.8% |
| All | -48.3% | +47.2% | -95.5% | -51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling