+1,046.6%
AXON vs BTI
+131.8%
+914.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.4% |
| 7D | +0.8% | +1.6% | -0.9% | +0.5% |
| 30D | -22.8% | +9.2% | -32.0% | -23.9% |
| 3M | -48.8% | +9.6% | -58.4% | -49.6% |
| 6M | -16.3% | -2.4% | -13.8% | -16.0% |
| YTD | -44.5% | +14.2% | -58.7% | -46.3% |
| 1Y | -43.4% | +20.3% | -63.7% | -46.0% |
| 3Y | +44.3% | +147.4% | -103.2% | +14.3% |
| 5Y | +85.1% | +155.4% | -70.3% | +44.2% |
| All | +1,046.6% | +131.8% | +914.8% | +743.0% |
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