+62.0%
BMY vs AXON
+1,845.5%
-1,783.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -3.1% |
| 7D | -3.3% | -2.5% | -0.8% | -3.2% |
| 30D | 0.0% | -11.5% | +11.4% | +0.4% |
| 3M | +17.7% | +7.3% | +10.4% | +17.0% |
| 6M | +9.6% | -11.9% | +21.6% | +9.7% |
| YTD | +24.0% | -11.0% | +35.0% | +23.8% |
| 1Y | +45.1% | -31.8% | +76.9% | +46.5% |
| 3Y | +22.5% | +135.4% | -112.9% | +12.1% |
| 5Y | +22.3% | +176.9% | -154.6% | +9.1% |
| 10Y | +62.0% | +1,854.5% | -1,792.5% | +22.9% |
| All | +62.0% | +1,845.5% | -1,783.5% | +22.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling