+1,180.9%
AXON vs BTI
+114.6%
+1,066.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.9% |
| 7D | -28.7% | -2.9% | -25.8% | -28.2% |
| 30D | -28.3% | +8.3% | -36.6% | -29.2% |
| 3M | -46.9% | +2.9% | -49.8% | -47.1% |
| 6M | -24.9% | +6.2% | -31.1% | -25.9% |
| YTD | -46.6% | +10.9% | -57.5% | -48.0% |
| 1Y | -49.7% | +16.6% | -66.2% | -51.5% |
| 3Y | +40.6% | +142.2% | -101.7% | +13.4% |
| 5Y | +71.9% | +151.3% | -79.4% | +36.5% |
| 10Y | +1,180.9% | +113.9% | +1,067.0% | +1,066.6% |
| All | +1,180.9% | +114.6% | +1,066.3% | +1,066.6% |
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