-48.1%
AXON vs BHP
+54.8%
-103.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.7% | -6.9% | -3.9% |
| 7D | -28.7% | +3.5% | -32.2% | -29.2% |
| 30D | -28.3% | -4.5% | -23.8% | -27.6% |
| 3M | -46.9% | -6.4% | -40.6% | -46.1% |
| 6M | -24.9% | -0.1% | -24.8% | -25.1% |
| YTD | -46.6% | +43.0% | -89.6% | -55.2% |
| All | -48.1% | +54.8% | -103.0% | -58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling