+88.4%
AXON vs BWA
+27.4%
+61.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.8% |
| 7D | +0.8% | +4.3% | -3.5% | -0.2% |
| 30D | -22.8% | -13.0% | -9.8% | -20.6% |
| 3M | -48.8% | -24.8% | -23.9% | -45.7% |
| 6M | -16.3% | -23.5% | +7.2% | -12.0% |
| YTD | -44.5% | +13.8% | -58.3% | -48.4% |
| 1Y | -43.4% | +13.4% | -56.8% | -47.4% |
| 3Y | +44.3% | +62.8% | -18.5% | +13.5% |
| All | +88.4% | +27.4% | +61.0% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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