+172.0%
AXON vs BWA
+87.2%
+84.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | -7.0% | -1.3% | -5.7% | -6.8% |
| 30D | -20.1% | -2.9% | -17.1% | -19.6% |
| 3M | +7.4% | -10.7% | +18.1% | +9.8% |
| 6M | -7.4% | +26.5% | -33.8% | -13.2% |
| YTD | -15.6% | +49.1% | -64.7% | -25.5% |
| 1Y | -36.2% | +52.1% | -88.2% | -44.2% |
| 3Y | +124.8% | +72.6% | +52.3% | +83.7% |
| All | +172.0% | +87.2% | +84.8% | +95.4% |
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