+91.0%
BKNG vs AXON
+167.8%
-76.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.1% | -0.8% | -3.2% |
| 7D | -13.1% | -3.3% | -9.8% | -12.5% |
| 30D | -18.5% | -17.8% | -0.7% | -15.3% |
| 3M | +5.8% | +8.3% | -2.5% | +2.5% |
| 6M | -2.1% | -12.4% | +10.2% | -1.6% |
| YTD | -18.6% | -13.7% | -4.9% | -18.6% |
| 1Y | -21.7% | -33.1% | +11.4% | -17.5% |
| 3Y | +40.9% | +128.2% | -87.3% | +2.1% |
| 5Y | +91.0% | +170.5% | -79.5% | +17.5% |
| All | +91.0% | +167.8% | -76.8% | +17.5% |
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