+1,180.9%
AXON vs KEY
+121.9%
+1,059.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.8% | -4.0% |
| 7D | -28.7% | -0.4% | -28.4% | -28.6% |
| 30D | -28.3% | +7.2% | -35.5% | -29.9% |
| 3M | -46.9% | -4.9% | -42.0% | -46.1% |
| 6M | -24.9% | +1.1% | -25.9% | -25.1% |
| YTD | -46.6% | +6.8% | -53.4% | -47.9% |
| 1Y | -49.7% | +23.3% | -73.0% | -53.2% |
| 3Y | +40.6% | +126.1% | -85.5% | +4.2% |
| 5Y | +71.9% | +15.2% | +56.7% | +53.6% |
| 10Y | +1,180.9% | +113.6% | +1,067.3% | +591.7% |
| All | +1,180.9% | +121.9% | +1,059.0% | +591.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling