+88.4%
AXON vs BEN
+28.2%
+60.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.5% |
| 7D | +0.8% | +6.8% | -6.0% | -2.0% |
| 30D | -22.8% | +18.0% | -40.8% | -28.1% |
| 3M | -48.8% | +7.5% | -56.2% | -50.4% |
| 6M | -16.3% | +14.7% | -31.0% | -21.0% |
| YTD | -44.5% | +56.1% | -100.5% | -54.0% |
| 1Y | -43.4% | +69.6% | -113.0% | -54.6% |
| 3Y | +44.3% | +87.7% | -43.4% | +4.1% |
| All | +88.4% | +28.2% | +60.2% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling