+1,787.9%
AXON vs BNY
+416.3%
+1,371.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -7.0% | -1.3% | -5.7% | -6.5% |
| 30D | -20.1% | -0.2% | -19.9% | -20.1% |
| 3M | +7.4% | +14.9% | -7.5% | +0.5% |
| 6M | -7.4% | +40.0% | -47.4% | -20.9% |
| YTD | -15.6% | +42.0% | -57.6% | -28.5% |
| 1Y | -36.2% | +56.9% | -93.0% | -48.3% |
| 3Y | +124.8% | +289.9% | -165.0% | +20.4% |
| 5Y | +166.6% | +259.2% | -92.6% | +44.8% |
| All | +1,787.9% | +416.3% | +1,371.6% | +657.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling