+72.2%
BKR vs AXON
+123.3%
-51.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -6.5% |
| 7D | -6.7% | -11.0% | +4.4% | -5.9% |
| 30D | -8.3% | -24.7% | +16.4% | -6.6% |
| 3M | -5.4% | +7.0% | -12.4% | -6.8% |
| 6M | +0.8% | -9.6% | +10.5% | +0.9% |
| YTD | +31.8% | -15.7% | +47.5% | +32.4% |
| 1Y | +28.6% | -35.9% | +64.5% | +33.1% |
| All | +72.2% | +123.3% | -51.1% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling