+1,076.1%
BE vs AXON
+179.8%
+896.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.2% | +11.5% | +9.1% |
| 7D | +20.0% | -14.2% | +34.1% | +27.4% |
| 30D | +7.9% | -15.4% | +23.3% | +13.1% |
| 3M | -13.2% | +0.5% | -13.7% | -17.6% |
| 6M | +53.5% | -9.5% | +63.0% | +48.7% |
| YTD | +191.0% | -9.2% | +200.2% | +175.7% |
| 1Y | +360.5% | -29.4% | +389.9% | +399.2% |
| 3Y | +1,568.0% | +139.4% | +1,428.6% | +700.7% |
| All | +1,076.1% | +179.8% | +896.3% | +282.7% |
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 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