+675.5%
BE vs AXON
+326.7%
+348.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -3.1% | +15.1% | +13.5% |
| 7D | -1.2% | -28.7% | +27.5% | +15.8% |
| 30D | -30.9% | -28.3% | -2.6% | -19.4% |
| 3M | -11.6% | -46.9% | +35.3% | +17.0% |
| 6M | -25.7% | -24.9% | -0.9% | -23.3% |
| YTD | +123.1% | -46.6% | +169.7% | +164.5% |
| 1Y | +43.4% | -49.7% | +93.1% | +78.0% |
| 3Y | +1,683.6% | +40.6% | +1,643.1% | +936.1% |
| 5Y | +465.4% | +71.9% | +393.5% | +166.4% |
| All | +675.5% | +326.7% | +348.9% | +61.2% |
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 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