+38.8%
AXON vs BUD
+51.6%
-12.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | -27.4% | +6.0% | -33.4% | -27.6% |
| 30D | -28.5% | +11.3% | -39.7% | -28.9% |
| 3M | -49.3% | +3.6% | -52.8% | -49.5% |
| 6M | -25.0% | +7.7% | -32.7% | -25.7% |
| YTD | -46.7% | +36.4% | -83.1% | -49.6% |
| 1Y | -48.3% | +37.8% | -86.1% | -51.2% |
| 3Y | +38.8% | +51.2% | -12.4% | +24.9% |
| All | +38.8% | +51.6% | -12.8% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling