+112,002.2%
AXON vs BBWI
+390.4%
+111,611.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.8% | -7.0% | -5.0% |
| 7D | -14.2% | +1.5% | -15.7% | -14.5% |
| 30D | -15.4% | -5.2% | -10.2% | -14.4% |
| 3M | +0.5% | +11.1% | -10.6% | -3.2% |
| 6M | -9.5% | -13.4% | +3.9% | -7.8% |
| YTD | -9.2% | +0.1% | -9.3% | -12.0% |
| 1Y | -29.4% | -36.1% | +6.7% | -23.3% |
| 3Y | +139.4% | -44.1% | +183.5% | +153.1% |
| 5Y | +178.9% | -66.2% | +245.1% | +227.3% |
| 10Y | +1,840.8% | -54.8% | +1,895.6% | +1,586.6% |
| All | +112,002.2% | +390.4% | +111,611.7% | +29,625.5% |
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