+1,016.4%
AXON vs BUD
-3.2%
+1,019.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.6% |
| 7D | -19.7% | -1.6% | -18.1% | -19.3% |
| 30D | -25.7% | +6.7% | -32.4% | -27.3% |
| 3M | -48.8% | +5.9% | -54.7% | -49.7% |
| 6M | -22.0% | +5.1% | -27.0% | -23.7% |
| YTD | -45.9% | +32.9% | -78.8% | -51.6% |
| 1Y | -46.1% | +31.8% | -77.9% | -51.6% |
| 3Y | +40.9% | +47.4% | -6.5% | +19.0% |
| 5Y | +80.2% | +50.8% | +29.4% | +48.4% |
| All | +1,016.4% | -3.2% | +1,019.5% | +842.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling