+679.5%
BX vs AXON
+1,845.5%
-1,166.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.1% |
| 7D | -2.0% | -2.5% | +0.5% | -1.4% |
| 30D | -2.3% | -11.5% | +9.2% | +0.5% |
| 3M | +18.5% | +7.3% | +11.2% | +14.7% |
| 6M | +23.7% | -11.9% | +35.7% | +24.7% |
| YTD | -10.4% | -11.0% | +0.6% | -10.7% |
| 1Y | -19.6% | -31.8% | +12.2% | -14.7% |
| 3Y | +30.8% | +135.4% | -104.6% | -6.4% |
| 5Y | +24.3% | +176.9% | -152.5% | -19.3% |
| 10Y | +679.5% | +1,854.5% | -1,175.0% | +244.8% |
| All | +679.5% | +1,845.5% | -1,166.0% | +244.8% |
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