+28.1%
BA vs AXON
+1,278.1%
-1,249.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.2% |
| 7D | -1.7% | -28.7% | +27.0% | +5.9% |
| 30D | -9.5% | -28.3% | +18.9% | -2.7% |
| 3M | -26.5% | -46.9% | +20.4% | -15.7% |
| 6M | -27.4% | -24.9% | -2.5% | -24.6% |
| YTD | -20.6% | -46.6% | +26.0% | -11.8% |
| 1Y | -11.4% | -49.7% | +38.3% | -0.2% |
| 3Y | -10.8% | +40.6% | -51.4% | -29.3% |
| 5Y | -21.9% | +71.9% | -93.8% | -44.7% |
| 10Y | +28.1% | +1,180.9% | -1,152.7% | -40.1% |
| All | +28.1% | +1,278.1% | -1,249.9% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling