-33.1%
AXON vs BTI
+2.0%
-35.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -3.3% |
| 7D | -3.3% | -2.4% | -0.9% | -3.8% |
| 30D | -17.8% | -4.8% | -13.1% | -18.5% |
| 3M | +8.3% | -8.1% | +16.4% | +6.6% |
| 6M | -12.4% | -4.2% | -8.2% | -13.3% |
| YTD | -13.7% | -1.3% | -12.4% | -14.5% |
| 1Y | -33.1% | +2.1% | -35.2% | -30.7% |
| All | -33.1% | +2.0% | -35.1% | -30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling