+118.8%
AXON vs KVUE
-20.4%
+139.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -7.0% | -5.1% | -1.9% | -6.6% |
| 30D | -20.1% | -6.3% | -13.8% | -19.6% |
| 3M | +7.4% | -0.5% | +7.9% | +7.8% |
| 6M | -7.4% | +3.1% | -10.5% | -7.2% |
| YTD | -15.6% | +6.7% | -22.3% | -15.6% |
| 1Y | -36.2% | -1.1% | -35.0% | -35.8% |
| 3Y | +124.8% | -8.7% | +133.6% | +124.5% |
| All | +118.8% | -20.4% | +139.2% | +111.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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