+86.7%
AXON vs BUD
+49.9%
+36.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.3% | +6.5% | +4.8% |
| 7D | -25.6% | +0.5% | -26.1% | -25.7% |
| 30D | -23.9% | +7.4% | -31.3% | -25.3% |
| 3M | -50.4% | +4.3% | -54.7% | -51.0% |
| 6M | -20.0% | +5.3% | -25.3% | -21.5% |
| YTD | -44.5% | +33.2% | -77.7% | -49.9% |
| 1Y | -44.9% | +31.8% | -76.6% | -50.1% |
| 3Y | +44.7% | +47.8% | -3.1% | +22.4% |
| 5Y | +86.7% | +50.2% | +36.5% | +47.0% |
| All | +86.7% | +49.9% | +36.8% | +47.0% |
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 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