+9.7%
BKR vs AXON
-40.7%
+50.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.8% | -7.4% | -5.5% |
| 7D | -8.8% | +0.2% | -9.0% | -8.8% |
| 30D | -13.1% | +3.0% | -16.1% | -13.0% |
| 3M | -18.9% | -30.1% | +11.2% | -19.3% |
| 6M | -27.2% | +7.7% | -35.0% | -27.1% |
| YTD | +10.7% | -25.3% | +36.0% | +10.8% |
| 1Y | +9.7% | -39.9% | +49.6% | +8.9% |
| All | +9.7% | -40.7% | +50.4% | +8.9% |
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