+57.5%
BMY vs AXON
+1,278.1%
-1,220.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.1% |
| 7D | -1.4% | -28.7% | +27.3% | 0.0% |
| 30D | +5.1% | -28.3% | +33.4% | +6.6% |
| 3M | -3.0% | -46.9% | +43.9% | -0.4% |
| 6M | +13.1% | -24.9% | +37.9% | +13.9% |
| YTD | +20.3% | -46.6% | +66.9% | +22.8% |
| 1Y | +39.0% | -49.7% | +88.7% | +42.2% |
| 3Y | +42.0% | +40.6% | +1.4% | +32.5% |
| 5Y | +28.5% | +71.9% | -43.3% | +16.5% |
| 10Y | +57.5% | +1,180.9% | -1,123.3% | +19.8% |
| All | +57.5% | +1,278.1% | -1,220.6% | +19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling