+44.3%
AXON vs BEN
+63.5%
-19.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +4.7% | -22.9% | -19.5% |
| 7D | -26.8% | +6.6% | -33.4% | -28.3% |
| 30D | -22.9% | +3.8% | -26.8% | -23.8% |
| 3M | -40.1% | +0.2% | -40.3% | -40.2% |
| 6M | -18.9% | +10.4% | -29.3% | -21.0% |
| YTD | -44.9% | +46.2% | -91.1% | -50.1% |
| 1Y | -46.7% | +52.3% | -98.9% | -52.2% |
| 3Y | +44.3% | +65.9% | -21.6% | +20.7% |
| All | +44.3% | +63.5% | -19.2% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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