+112,002.2%
AXON vs BAX
+47.8%
+111,954.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.5% |
| 7D | -14.2% | -1.1% | -13.0% | -13.8% |
| 30D | -15.4% | -5.5% | -9.9% | -13.7% |
| 3M | +0.5% | +33.5% | -33.1% | -8.5% |
| 6M | -9.5% | +35.9% | -45.4% | -18.4% |
| YTD | -9.2% | +35.4% | -44.6% | -19.3% |
| 1Y | -29.4% | +9.8% | -39.1% | -33.3% |
| 3Y | +139.4% | -32.7% | +172.1% | +153.6% |
| 5Y | +178.9% | -65.6% | +244.5% | +274.3% |
| 10Y | +1,840.8% | -34.9% | +1,875.7% | +1,813.5% |
| All | +112,002.2% | +47.8% | +111,954.4% | +73,021.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling