+112,002.2%
AXON vs BHP
+3,218.5%
+108,783.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.8% | -4.0% |
| 7D | -14.2% | -2.9% | -11.3% | -13.0% |
| 30D | -15.4% | +3.4% | -18.8% | -16.5% |
| 3M | +0.5% | +4.1% | -3.6% | -1.9% |
| 6M | -9.5% | +20.6% | -30.1% | -18.0% |
| YTD | -9.2% | +56.1% | -65.3% | -26.7% |
| 1Y | -29.4% | +69.6% | -99.0% | -45.2% |
| 3Y | +139.4% | +78.8% | +60.6% | +74.3% |
| 5Y | +178.9% | +113.1% | +65.9% | +80.0% |
| 10Y | +1,840.8% | +505.9% | +1,334.9% | +622.5% |
| All | +112,002.2% | +3,218.5% | +108,783.7% | +24,993.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling