+172.0%
AXON vs BRKR
-39.7%
+211.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -7.0% | -8.7% | +1.6% | -5.2% |
| 30D | -20.1% | -9.9% | -10.2% | -18.3% |
| 3M | +7.4% | -3.1% | +10.5% | +6.2% |
| 6M | -7.4% | +45.5% | -52.9% | -17.6% |
| YTD | -15.6% | +13.7% | -29.3% | -20.7% |
| 1Y | -36.2% | +67.4% | -103.6% | -45.4% |
| 3Y | +124.8% | -13.2% | +138.1% | +112.7% |
| All | +172.0% | -39.7% | +211.7% | +178.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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