+40.6%
AXON vs BR
+13.8%
+26.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.2% | -3.8% |
| 7D | -28.7% | +4.4% | -33.1% | -30.8% |
| 30D | -28.3% | +16.3% | -44.6% | -35.5% |
| 3M | -46.9% | +16.2% | -63.1% | -52.2% |
| 6M | -24.9% | +30.3% | -55.2% | -37.6% |
| YTD | -46.6% | -12.2% | -34.4% | -43.1% |
| 1Y | -49.7% | -11.3% | -38.4% | -46.8% |
| 3Y | +40.6% | +15.2% | +25.3% | +38.1% |
| All | +40.6% | +13.8% | +26.8% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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