+64.7%
BLK vs AXON
+128.5%
-63.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +0.9% | -1.8% |
| 7D | -2.7% | -3.3% | +0.7% | -2.3% |
| 30D | -4.8% | -17.8% | +13.1% | -2.9% |
| 3M | +6.5% | +8.3% | -1.8% | +5.0% |
| 6M | +13.2% | -12.4% | +25.5% | +13.8% |
| YTD | +1.8% | -13.7% | +15.5% | +2.1% |
| 1Y | -1.0% | -33.1% | +32.1% | +2.0% |
| All | +64.7% | +128.5% | -63.8% | +26.9% |
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 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