+532.2%
BE vs AXON
+83.1%
+449.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.7% | -7.6% | -6.0% |
| 7D | +10.8% | +0.8% | +10.0% | +10.4% |
| 30D | -19.8% | -22.8% | +3.0% | -11.8% |
| 3M | -18.7% | -48.8% | +30.0% | +4.8% |
| 6M | -33.7% | -16.3% | -17.5% | -35.5% |
| YTD | +121.0% | -44.5% | +165.4% | +152.1% |
| 1Y | +85.4% | -43.4% | +128.8% | +110.9% |
| 3Y | +1,709.5% | +44.3% | +1,665.3% | +945.0% |
| All | +532.2% | +83.1% | +449.0% | +137.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling