+182.3%
AXON vs BTI
+115.0%
+67.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -4.1% |
| 7D | -14.2% | -1.4% | -12.8% | -14.1% |
| 30D | -15.4% | -6.6% | -8.8% | -15.1% |
| 3M | +0.5% | -3.0% | +3.5% | +0.5% |
| 6M | -9.5% | -6.7% | -2.8% | -9.4% |
| YTD | -9.2% | +0.6% | -9.8% | -10.0% |
| 1Y | -29.4% | +5.6% | -35.0% | -30.4% |
| 3Y | +139.4% | +110.3% | +29.1% | +108.7% |
| All | +182.3% | +115.0% | +67.3% | +178.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling