+44.3%
AXON vs BBWI
-22.8%
+67.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +3.9% | +4.2% |
| 7D | -25.6% | -7.7% | -17.9% | -24.6% |
| 30D | -23.9% | +24.8% | -48.6% | -26.1% |
| 3M | -50.4% | +16.2% | -66.7% | -51.5% |
| 6M | -20.0% | +15.8% | -35.8% | -21.8% |
| YTD | -44.5% | +11.4% | -55.9% | -45.8% |
| 1Y | -44.9% | +3.2% | -48.1% | -45.9% |
| All | +44.3% | -22.8% | +67.0% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling