+1,854.5%
AXON vs BTI
+67.8%
+1,786.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -2.5% | -1.4% | -1.1% | -2.2% |
| 30D | -11.5% | -7.0% | -4.4% | -10.4% |
| 3M | +7.3% | -6.3% | +13.6% | +8.3% |
| 6M | -11.9% | -2.0% | -10.0% | -12.3% |
| YTD | -11.0% | +0.2% | -11.2% | -11.9% |
| 1Y | -31.8% | +3.8% | -35.5% | -33.0% |
| 3Y | +135.4% | +112.1% | +23.3% | +94.7% |
| 5Y | +176.9% | +113.6% | +63.2% | +126.8% |
| 10Y | +1,854.5% | +69.6% | +1,784.9% | +1,623.6% |
| All | +1,854.5% | +67.8% | +1,786.7% | +1,623.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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