+176.9%
AXON vs BTG
+72.2%
+104.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.9% | -1.6% |
| 7D | -2.5% | +4.8% | -7.3% | -3.1% |
| 30D | -11.5% | +8.3% | -19.8% | -12.4% |
| 3M | +7.3% | +32.3% | -25.0% | +3.0% |
| 6M | -11.9% | +3.0% | -14.9% | -13.3% |
| YTD | -11.0% | +21.9% | -32.9% | -14.4% |
| 1Y | -31.8% | +28.2% | -59.9% | -35.4% |
| 3Y | +135.4% | +99.9% | +35.5% | +106.5% |
| 5Y | +176.9% | +73.6% | +103.3% | +140.3% |
| All | +176.9% | +72.2% | +104.7% | +140.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling