+1,180.9%
AXON vs BB
+33.0%
+1,147.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.5% | -8.6% | -4.2% |
| 7D | -28.7% | +15.0% | -43.7% | -30.9% |
| 30D | -28.3% | +3.5% | -31.8% | -29.2% |
| 3M | -46.9% | +2.7% | -49.6% | -47.7% |
| 6M | -24.9% | +44.7% | -69.6% | -32.1% |
| YTD | -46.6% | +143.3% | -189.9% | -57.1% |
| 1Y | -49.7% | +102.2% | -151.9% | -58.1% |
| 3Y | +40.6% | +156.1% | -115.6% | +5.5% |
| 5Y | +71.9% | -17.6% | +89.5% | +56.6% |
| 10Y | +1,180.9% | +29.0% | +1,151.9% | +807.5% |
| All | +1,180.9% | +33.0% | +1,147.8% | +807.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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