+71.9%
AXON vs BIDU
-49.5%
+121.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.0% |
| 7D | -28.7% | +5.4% | -34.1% | -29.4% |
| 30D | -28.3% | -5.0% | -23.3% | -27.8% |
| 3M | -46.9% | -26.1% | -20.8% | -44.5% |
| 6M | -24.9% | -42.6% | +17.7% | -18.7% |
| YTD | -46.6% | -38.0% | -8.6% | -43.3% |
| 1Y | -49.7% | -35.7% | -14.0% | -46.9% |
| 3Y | +40.6% | -22.9% | +63.5% | +39.1% |
| 5Y | +71.9% | -49.9% | +121.7% | +83.4% |
| All | +71.9% | -49.5% | +121.4% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling