+335.9%
BA vs AXON
+83,345.3%
-83,009.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.9% |
| 7D | +5.9% | +0.2% | +5.7% | +5.9% |
| 30D | -8.2% | +3.0% | -11.2% | -8.7% |
| 3M | -25.4% | -30.1% | +4.8% | -21.8% |
| 6M | -20.0% | +7.7% | -27.7% | -22.0% |
| YTD | -18.5% | -25.3% | +6.8% | -16.8% |
| 1Y | -10.6% | -39.9% | +29.3% | -5.9% |
| 3Y | -9.3% | +95.2% | -104.5% | -22.3% |
| 5Y | -16.9% | +129.9% | -146.8% | -32.0% |
| 10Y | +37.9% | +1,829.8% | -1,792.0% | -17.4% |
| All | +335.9% | +83,345.3% | -83,009.4% | +56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling