+67,943.5%
AXON vs BEN
+385.3%
+67,558.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +4.7% | -22.9% | -20.6% |
| 7D | -26.8% | +6.6% | -33.4% | -29.5% |
| 30D | -22.9% | +3.8% | -26.8% | -24.7% |
| 3M | -40.1% | +0.2% | -40.3% | -40.5% |
| 6M | -18.9% | +10.4% | -29.3% | -23.4% |
| YTD | -44.9% | +46.2% | -91.1% | -55.1% |
| 1Y | -46.7% | +52.3% | -98.9% | -57.5% |
| 3Y | +44.3% | +65.9% | -21.6% | +4.4% |
| 5Y | +71.4% | +20.6% | +50.8% | +43.3% |
| 10Y | +1,324.0% | +64.8% | +1,259.2% | +766.8% |
| All | +67,943.5% | +385.3% | +67,558.2% | +21,270.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling