+88.4%
AXON vs BUD
+51.6%
+36.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.4% |
| 7D | +0.8% | +1.0% | -0.2% | +0.5% |
| 30D | -22.8% | +6.7% | -29.4% | -24.0% |
| 3M | -48.8% | +5.7% | -54.5% | -49.5% |
| 6M | -16.3% | +5.8% | -22.1% | -17.9% |
| YTD | -44.5% | +34.4% | -78.9% | -50.0% |
| 1Y | -43.4% | +33.3% | -76.7% | -48.9% |
| 3Y | +44.3% | +48.8% | -4.6% | +21.8% |
| All | +88.4% | +51.6% | +36.8% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling