+1,180.9%
AXON vs BHP
+363.1%
+817.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.7% | -6.9% | -4.4% |
| 7D | -28.7% | +3.5% | -32.2% | -29.7% |
| 30D | -28.3% | -4.5% | -23.8% | -27.4% |
| 3M | -46.9% | -6.4% | -40.6% | -45.9% |
| 6M | -24.9% | -0.1% | -24.8% | -25.8% |
| YTD | -46.6% | +43.0% | -89.6% | -54.1% |
| 1Y | -49.7% | +56.5% | -106.2% | -58.2% |
| 3Y | +40.6% | +62.0% | -21.5% | +11.0% |
| 5Y | +71.9% | +130.4% | -58.5% | +12.1% |
| 10Y | +1,180.9% | +349.1% | +831.8% | +493.9% |
| All | +1,180.9% | +363.1% | +817.7% | +493.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling