+422.7%
BA vs AXON
+101,343.3%
-100,920.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.5% |
| 7D | +1.2% | -14.2% | +15.3% | +3.4% |
| 30D | -11.6% | -15.4% | +3.8% | -9.8% |
| 3M | -2.4% | +0.5% | -2.9% | -3.2% |
| 6M | -6.6% | -9.5% | +2.9% | -6.6% |
| YTD | -2.2% | -9.2% | +7.0% | -2.9% |
| 1Y | -8.0% | -29.4% | +21.4% | -5.4% |
| 3Y | -5.0% | +139.4% | -144.4% | -20.9% |
| 5Y | -2.7% | +178.9% | -181.6% | -22.6% |
| 10Y | +75.9% | +1,840.8% | -1,764.9% | +4.7% |
| All | +422.7% | +101,343.3% | -100,920.6% | +82.4% |
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