+1,180.9%
AXON vs BBWI
-41.3%
+1,222.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.5% |
| 7D | -28.7% | -6.2% | -22.6% | -27.7% |
| 30D | -28.3% | +25.5% | -53.8% | -31.4% |
| 3M | -46.9% | +8.0% | -54.9% | -47.9% |
| 6M | -24.9% | +12.7% | -37.5% | -27.2% |
| YTD | -46.6% | +11.6% | -58.3% | -48.8% |
| 1Y | -49.7% | -0.9% | -48.8% | -51.0% |
| 3Y | +40.6% | -22.7% | +63.3% | +37.6% |
| 5Y | +71.9% | -67.2% | +139.0% | +94.8% |
| 10Y | +1,180.9% | -43.7% | +1,224.6% | +1,005.9% |
| All | +1,180.9% | -41.3% | +1,222.2% | +1,005.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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