+593.0%
BE vs AXON
+340.5%
+252.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -26.2% | +12.7% | -0.1% |
| 7D | -14.7% | -26.8% | +12.1% | -1.2% |
| 30D | -40.5% | -22.9% | -17.6% | -33.1% |
| 3M | -24.3% | -40.1% | +15.8% | -6.4% |
| 6M | -39.3% | -18.9% | -20.4% | -40.6% |
| YTD | +99.4% | -44.9% | +144.3% | +133.0% |
| 1Y | +26.6% | -46.7% | +73.3% | +52.5% |
| 3Y | +1,616.9% | +44.3% | +1,572.6% | +880.2% |
| 5Y | +441.4% | +71.4% | +370.0% | +156.5% |
| All | +593.0% | +340.5% | +252.5% | +42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling