-29.4%
AXON vs BNY
+59.6%
-88.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | -14.2% | +1.4% | -15.6% | -14.6% |
| 30D | -15.4% | +3.8% | -19.2% | -16.7% |
| 3M | +0.5% | +14.9% | -14.4% | -5.4% |
| 6M | -9.5% | +40.3% | -49.8% | -23.2% |
| YTD | -9.2% | +43.8% | -53.0% | -24.1% |
| 1Y | -29.4% | +58.9% | -88.3% | -42.5% |
| All | -29.4% | +59.6% | -88.9% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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