+1,046.6%
AXON vs BHP
+333.8%
+712.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +3.1% |
| 7D | +0.8% | -0.5% | +1.3% | +0.9% |
| 30D | -22.8% | -4.5% | -18.2% | -21.8% |
| 3M | -48.8% | -6.9% | -41.9% | -47.7% |
| 6M | -16.3% | -10.6% | -5.7% | -13.9% |
| YTD | -44.5% | +37.2% | -81.7% | -51.5% |
| 1Y | -43.4% | +48.0% | -91.4% | -52.0% |
| 3Y | +44.3% | +52.6% | -8.3% | +16.5% |
| 5Y | +85.1% | +116.5% | -31.4% | +23.8% |
| All | +1,046.6% | +333.8% | +712.8% | +439.3% |
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