+44.3%
AXON vs BHP
+53.3%
-9.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +2.8% |
| 7D | +0.8% | -0.5% | +1.3% | +0.8% |
| 30D | -22.8% | -4.5% | -18.2% | -22.4% |
| 3M | -48.8% | -6.9% | -41.9% | -48.3% |
| 6M | -16.3% | -10.6% | -5.7% | -15.3% |
| YTD | -44.5% | +37.2% | -81.7% | -46.0% |
| 1Y | -43.4% | +48.0% | -91.4% | -45.2% |
| 3Y | +44.3% | +52.6% | -8.3% | +34.1% |
| All | +44.3% | +53.3% | -9.1% | +34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling