-0.9%
BA vs AXON
+179.8%
-180.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.7% |
| 7D | +1.2% | -14.2% | +15.3% | +4.1% |
| 30D | -11.6% | -15.4% | +3.8% | -9.1% |
| 3M | -2.4% | +0.5% | -2.9% | -3.5% |
| 6M | -6.6% | -9.5% | +2.9% | -6.3% |
| YTD | -2.2% | -9.2% | +7.0% | -2.7% |
| 1Y | -8.0% | -29.4% | +21.4% | -3.7% |
| 3Y | -5.0% | +139.4% | -144.4% | -31.4% |
| All | -0.9% | +179.8% | -180.8% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling