+121.4%
BKR vs AXON
+1,813.9%
-1,692.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -6.3% |
| 7D | -6.7% | -11.0% | +4.4% | -5.1% |
| 30D | -8.3% | -24.7% | +16.4% | -4.7% |
| 3M | -5.4% | +7.0% | -12.4% | -7.7% |
| 6M | +0.8% | -9.6% | +10.5% | +0.2% |
| YTD | +31.8% | -15.7% | +47.5% | +31.7% |
| 1Y | +28.6% | -35.9% | +64.5% | +33.8% |
| 3Y | +71.2% | +123.0% | -51.8% | +37.3% |
| 5Y | +179.2% | +166.3% | +12.9% | +109.2% |
| All | +121.4% | +1,813.9% | -1,692.4% | +19.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling