-44.9%
AXON vs KEY
+23.0%
-67.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.0% |
| 7D | -25.6% | -0.5% | -25.1% | -25.4% |
| 30D | -23.9% | +6.7% | -30.6% | -25.7% |
| 3M | -50.4% | -4.6% | -45.8% | -49.5% |
| 6M | -20.0% | +2.6% | -22.6% | -20.5% |
| YTD | -44.5% | +7.0% | -51.4% | -47.2% |
| 1Y | -44.9% | +23.5% | -68.3% | -50.9% |
| All | -44.9% | +23.0% | -67.9% | -50.9% |
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