-39.9%
AXON vs KEY
+29.6%
-69.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.2% |
| 7D | +0.2% | +1.7% | -1.4% | -0.4% |
| 30D | +3.0% | +6.8% | -3.8% | +0.5% |
| 3M | -30.1% | -5.8% | -24.3% | -28.6% |
| 6M | +7.7% | +1.4% | +6.3% | +6.9% |
| YTD | -25.3% | +7.5% | -32.8% | -29.3% |
| 1Y | -39.9% | +29.6% | -69.5% | -47.6% |
| All | -39.9% | +29.6% | -69.5% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling