+1,028.0%
AXON vs BUD
-4.3%
+1,032.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -27.4% | +6.0% | -33.4% | -28.6% |
| 30D | -28.5% | +11.3% | -39.7% | -30.9% |
| 3M | -49.3% | +3.6% | -52.8% | -49.9% |
| 6M | -25.0% | +7.7% | -32.7% | -27.2% |
| YTD | -46.7% | +36.4% | -83.1% | -52.6% |
| 1Y | -48.3% | +37.8% | -86.1% | -54.2% |
| 3Y | +38.8% | +51.2% | -12.4% | +16.5% |
| 5Y | +77.7% | +53.4% | +24.3% | +45.8% |
| 10Y | +1,028.0% | -3.2% | +1,031.2% | +851.9% |
| All | +1,028.0% | -4.3% | +1,032.3% | +851.9% |
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