+882.1%
BX vs AXON
+2,159.2%
-1,277.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.1% | +6.9% | +4.8% |
| 7D | +3.3% | -28.7% | +32.0% | +13.7% |
| 30D | +9.6% | -28.3% | +37.9% | +20.4% |
| 3M | -8.7% | -46.9% | +38.2% | +9.4% |
| 6M | +2.2% | -24.9% | +27.1% | +7.7% |
| YTD | -16.2% | -46.6% | +30.4% | -3.8% |
| 1Y | -11.5% | -49.7% | +38.2% | +3.3% |
| 3Y | +41.0% | +40.6% | +0.5% | +9.7% |
| 5Y | +1.1% | +71.9% | -70.8% | -28.9% |
| 10Y | +710.1% | +1,180.9% | -470.7% | +148.0% |
| All | +882.1% | +2,159.2% | -1,277.1% | +20.4% |
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