+138.7%
AXON vs BTI
+114.2%
+24.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -4.2% |
| 7D | -14.2% | -1.4% | -12.8% | -14.2% |
| 30D | -15.4% | -6.6% | -8.8% | -15.6% |
| 3M | +0.5% | -3.0% | +3.5% | +0.4% |
| 6M | -9.5% | -6.7% | -2.8% | -9.7% |
| YTD | -9.2% | +0.6% | -9.8% | -9.8% |
| 1Y | -29.4% | +5.6% | -35.0% | -30.0% |
| All | +138.7% | +114.2% | +24.4% | +115.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling