+1,060.5%
AXON vs BTG
+160.5%
+899.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.5% |
| 7D | -25.6% | +1.4% | -27.0% | -25.8% |
| 30D | -23.9% | -1.1% | -22.7% | -24.0% |
| 3M | -50.4% | +2.5% | -53.0% | -50.7% |
| 6M | -20.0% | -3.1% | -17.0% | -20.4% |
| YTD | -44.5% | +16.3% | -60.8% | -45.9% |
| 1Y | -44.9% | +27.6% | -72.5% | -46.7% |
| 3Y | +44.7% | +89.5% | -44.8% | +33.6% |
| 5Y | +86.7% | +33.6% | +53.1% | +74.3% |
| 10Y | +1,060.5% | +178.2% | +882.3% | +962.4% |
| All | +1,060.5% | +160.5% | +899.9% | +962.4% |
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