+707.7%
BE vs AXON
+332.2%
+375.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -2.3% |
| 7D | +20.5% | -19.7% | +40.3% | +32.6% |
| 30D | -23.4% | -25.7% | +2.4% | -12.1% |
| 3M | -14.9% | -48.8% | +33.9% | +16.1% |
| 6M | -28.1% | -22.0% | -6.1% | -27.0% |
| YTD | +132.4% | -45.9% | +178.3% | +174.3% |
| 1Y | +59.4% | -46.1% | +105.4% | +90.4% |
| 3Y | +1,815.8% | +40.9% | +1,774.9% | +1,015.9% |
| 5Y | +491.3% | +80.2% | +411.1% | +171.2% |
| All | +707.7% | +332.2% | +375.5% | +67.1% |
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