+88.4%
AXON vs BB
-17.6%
+106.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +3.3% |
| 7D | +0.8% | +1.8% | -1.1% | +0.3% |
| 30D | -22.8% | +8.1% | -30.9% | -24.7% |
| 3M | -48.8% | -1.0% | -47.8% | -49.2% |
| 6M | -16.3% | +45.9% | -62.2% | -25.8% |
| YTD | -44.5% | +134.8% | -179.3% | -56.7% |
| 1Y | -43.4% | +104.6% | -148.0% | -54.6% |
| 3Y | +44.3% | +152.8% | -108.6% | +3.2% |
| All | +88.4% | -17.6% | +106.0% | +102.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling