+967.7%
BX vs AXON
+3,742.5%
-2,774.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | +0.2% |
| 7D | -4.4% | -14.2% | +9.8% | 0.0% |
| 30D | +0.1% | -15.4% | +15.5% | +4.6% |
| 3M | +16.0% | +0.5% | +15.5% | +13.6% |
| 6M | +21.6% | -9.5% | +31.1% | +21.3% |
| YTD | -8.9% | -9.2% | +0.3% | -10.2% |
| 1Y | -16.6% | -29.4% | +12.8% | -11.9% |
| 3Y | +43.3% | +139.4% | -96.1% | -4.4% |
| 5Y | +25.7% | +178.9% | -153.2% | -23.1% |
| 10Y | +689.5% | +1,840.8% | -1,151.3% | +114.4% |
| All | +967.7% | +3,742.5% | -2,774.8% | +12.4% |
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