+268.5%
BKR vs AXON
+101,343.3%
-101,074.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | +0.4% |
| 7D | +1.7% | -14.2% | +15.9% | +3.8% |
| 30D | +3.3% | -15.4% | +18.7% | +5.3% |
| 3M | -3.6% | +0.5% | -4.1% | -4.9% |
| 6M | +5.0% | -9.5% | +14.5% | +4.4% |
| YTD | +40.9% | -9.2% | +50.2% | +39.1% |
| 1Y | +39.2% | -29.4% | +68.6% | +42.0% |
| 3Y | +83.7% | +139.4% | -55.7% | +51.3% |
| 5Y | +207.5% | +178.9% | +28.6% | +139.7% |
| 10Y | +136.3% | +1,840.8% | -1,704.5% | +29.3% |
| All | +268.5% | +101,343.3% | -101,074.8% | +27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling