+39.2%
BKR vs AXON
-28.9%
+68.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | -0.3% |
| 7D | +1.7% | -14.2% | +15.9% | +1.7% |
| 30D | +3.3% | -15.4% | +18.7% | +3.4% |
| 3M | -3.6% | +0.5% | -4.1% | -3.6% |
| 6M | +5.0% | -9.5% | +14.5% | +6.5% |
| YTD | +40.9% | -9.2% | +50.2% | +42.1% |
| 1Y | +39.2% | -29.4% | +68.6% | +41.9% |
| All | +39.2% | -28.9% | +68.2% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling