+1,028.0%
AXON vs KEY
+109.2%
+918.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -27.4% | +0.5% | -27.9% | -27.4% |
| 30D | -28.5% | +6.9% | -35.3% | -29.9% |
| 3M | -49.3% | -5.0% | -44.3% | -48.4% |
| 6M | -25.0% | +0.7% | -25.8% | -25.2% |
| YTD | -46.7% | +6.5% | -53.2% | -48.0% |
| 1Y | -48.3% | +22.6% | -70.9% | -51.7% |
| 3Y | +38.8% | +125.3% | -86.5% | +3.3% |
| 5Y | +77.7% | +13.9% | +63.8% | +59.6% |
| 10Y | +1,028.0% | +105.3% | +922.7% | +602.4% |
| All | +1,028.0% | +109.2% | +918.9% | +602.4% |
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