+1,304.8%
AXON vs BUD
-9.0%
+1,313.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.5% | -16.7% | -17.8% |
| 7D | -26.8% | +4.5% | -31.3% | -27.8% |
| 30D | -22.9% | +12.5% | -35.4% | -25.7% |
| 3M | -40.1% | 0.0% | -40.1% | -40.2% |
| 6M | -18.9% | +3.8% | -22.7% | -20.3% |
| YTD | -44.9% | +33.1% | -77.9% | -50.5% |
| 1Y | -46.7% | +35.5% | -82.2% | -52.4% |
| 3Y | +44.3% | +49.4% | -5.1% | +22.1% |
| 5Y | +71.4% | +48.0% | +23.3% | +43.0% |
| All | +1,304.8% | -9.0% | +1,313.9% | +1,057.0% |
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