+143.0%
AXON vs KEY
+122.6%
+20.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.4% | -4.3% |
| 7D | -14.2% | +2.2% | -16.4% | -14.7% |
| 30D | -15.4% | -3.0% | -12.4% | -14.6% |
| 3M | +0.5% | +3.3% | -2.9% | -0.4% |
| 6M | -9.5% | +9.2% | -18.7% | -12.0% |
| YTD | -9.2% | +10.6% | -19.9% | -12.2% |
| 1Y | -29.4% | +20.4% | -49.8% | -33.4% |
| All | +143.0% | +122.6% | +20.3% | +92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling