+67,943.5%
AXON vs BBWI
+436.9%
+67,506.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -3.3% | -14.9% | -17.2% |
| 7D | -26.8% | -6.2% | -20.6% | -25.2% |
| 30D | -22.9% | +19.9% | -42.8% | -26.8% |
| 3M | -40.1% | +7.1% | -47.2% | -41.6% |
| 6M | -18.9% | +13.7% | -32.5% | -22.8% |
| YTD | -44.9% | +9.6% | -54.5% | -48.0% |
| 1Y | -46.7% | -1.6% | -45.0% | -48.9% |
| 3Y | +44.3% | -25.9% | +70.2% | +40.2% |
| 5Y | +71.4% | -67.8% | +139.2% | +105.0% |
| 10Y | +1,324.0% | -43.5% | +1,367.5% | +1,042.8% |
| All | +67,943.5% | +436.9% | +67,506.5% | +17,461.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling