+182.3%
AXON vs BUD
+46.3%
+136.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.3% | -4.2% |
| 7D | -14.2% | +0.3% | -14.4% | -14.2% |
| 30D | -15.4% | -5.7% | -9.7% | -14.4% |
| 3M | +0.5% | +3.1% | -2.6% | -0.6% |
| 6M | -9.5% | +7.9% | -17.4% | -12.0% |
| YTD | -9.2% | +27.3% | -36.5% | -16.5% |
| 1Y | -29.4% | +37.8% | -67.2% | -36.8% |
| 3Y | +139.4% | +49.8% | +89.6% | +102.9% |
| All | +182.3% | +46.3% | +136.0% | +128.4% |
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