+77.2%
AXON vs BIL
+19.4%
+57.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | 0.0% | -18.2% | -18.3% |
| 7D | -26.8% | -0.3% | -26.6% | -26.1% |
| 30D | -22.9% | 0.0% | -22.9% | -23.0% |
| 3M | -40.1% | +0.3% | -40.4% | -41.4% |
| 6M | -18.9% | +1.2% | -20.1% | -25.2% |
| YTD | -44.9% | +2.5% | -47.3% | -53.6% |
| 1Y | -46.7% | +3.0% | -49.7% | -57.3% |
| 3Y | +44.3% | +13.2% | +31.2% | -50.3% |
| All | +77.2% | +19.4% | +57.7% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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