+233.0%
BAC vs AXON
+1,109.0%
-875.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.7% |
| 7D | -1.9% | -25.6% | +23.8% | +2.4% |
| 30D | -7.2% | -23.9% | +16.7% | -3.5% |
| 3M | -20.4% | -50.4% | +30.0% | -11.9% |
| 6M | +1.3% | -20.0% | +21.3% | +2.4% |
| YTD | -6.4% | -44.5% | +38.1% | -0.6% |
| 1Y | -3.5% | -44.9% | +41.4% | +2.5% |
| 3Y | +96.7% | +44.7% | +52.0% | +66.3% |
| 5Y | +20.6% | +86.7% | -66.1% | -6.2% |
| 10Y | +233.0% | +1,060.5% | -827.4% | +76.7% |
| All | +233.0% | +1,109.0% | -875.9% | +76.7% |
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