-39.9%
AXON vs BUD
+38.4%
-78.3%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.3% | +2.4% |
| 7D | +0.2% | +3.3% | -3.1% | +0.9% |
| 30D | +3.0% | +11.8% | -8.8% | +5.4% |
| 3M | -30.1% | -1.1% | -29.1% | -31.4% |
| 6M | +7.7% | +14.9% | -7.2% | +9.8% |
| YTD | -25.3% | +32.6% | -57.9% | -27.2% |
| 1Y | -39.9% | +37.2% | -77.1% | -42.3% |
| All | -39.9% | +38.4% | -78.3% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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