+5,520.6%
BLK vs AXON
+99,328.9%
-93,808.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.6% |
| 7D | -2.4% | -2.5% | +0.1% | -2.1% |
| 30D | -3.1% | -11.5% | +8.4% | -1.6% |
| 3M | +10.7% | +7.3% | +3.4% | +8.4% |
| 6M | +15.9% | -11.9% | +27.8% | +16.1% |
| YTD | +4.0% | -11.0% | +15.0% | +3.4% |
| 1Y | +1.3% | -31.8% | +33.0% | +4.3% |
| 3Y | +69.6% | +135.4% | -65.8% | +40.4% |
| 5Y | +33.8% | +176.9% | -143.1% | +5.7% |
| 10Y | +276.2% | +1,854.5% | -1,578.3% | +111.4% |
| All | +5,520.6% | +99,328.9% | -93,808.3% | +2,313.4% |
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