+5,423.6%
AXON vs BTG
+336.6%
+5,087.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.2% | +1.6% | -2.3% |
| 7D | -19.7% | -5.9% | -13.8% | -19.4% |
| 30D | -25.7% | -5.0% | -20.7% | -25.6% |
| 3M | -48.8% | -4.5% | -44.3% | -48.8% |
| 6M | -22.0% | -7.0% | -15.0% | -22.0% |
| YTD | -45.9% | +11.4% | -57.3% | -47.1% |
| 1Y | -46.1% | +20.1% | -66.2% | -47.7% |
| 3Y | +40.9% | +81.5% | -40.6% | +29.9% |
| 5Y | +80.2% | +32.1% | +48.1% | +68.8% |
| 10Y | +1,029.9% | +166.4% | +863.5% | +852.9% |
| All | +5,423.6% | +336.6% | +5,087.0% | +2,763.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling