+1,787.9%
AXON vs BTG
+159.3%
+1,628.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | -7.0% | -3.8% | -3.3% | -6.7% |
| 30D | -20.1% | +3.6% | -23.7% | -20.3% |
| 3M | +7.4% | +32.0% | -24.6% | +4.6% |
| 6M | -7.4% | +3.4% | -10.7% | -8.3% |
| YTD | -15.6% | +20.8% | -36.4% | -17.6% |
| 1Y | -36.2% | +22.4% | -58.6% | -38.1% |
| 3Y | +124.8% | +91.7% | +33.1% | +108.7% |
| 5Y | +166.6% | +79.0% | +87.6% | +146.6% |
| All | +1,787.9% | +159.3% | +1,628.6% | +1,675.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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