+124.6%
AXON vs BNY
+286.9%
-162.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -11.0% | -1.1% | -10.0% | -10.6% |
| 30D | -24.7% | +1.4% | -26.2% | -25.3% |
| 3M | +7.0% | +16.8% | -9.8% | -1.4% |
| 6M | -9.6% | +42.0% | -51.6% | -25.0% |
| YTD | -15.7% | +41.9% | -57.6% | -30.0% |
| 1Y | -35.9% | +59.2% | -95.1% | -49.9% |
| All | +124.6% | +286.9% | -162.2% | +10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling