-35.9%
AXON vs BTG
+27.7%
-63.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.8% |
| 7D | -11.0% | -5.5% | -5.6% | -10.2% |
| 30D | -24.7% | +6.1% | -30.8% | -25.3% |
| 3M | +7.0% | +38.6% | -31.7% | +2.1% |
| 6M | -9.6% | +0.7% | -10.3% | -11.5% |
| YTD | -15.7% | +20.3% | -36.0% | -18.3% |
| 1Y | -35.9% | +25.0% | -61.0% | -45.9% |
| All | -35.9% | +27.7% | -63.6% | -45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling