+118.6%
AXON vs KVUE
-20.4%
+138.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -11.0% | -6.1% | -4.9% | -10.5% |
| 30D | -24.7% | -5.6% | -19.2% | -24.3% |
| 3M | +7.0% | -0.3% | +7.3% | +7.4% |
| 6M | -9.6% | +1.4% | -11.0% | -9.4% |
| YTD | -15.7% | +6.7% | -22.4% | -15.7% |
| 1Y | -35.9% | +1.0% | -36.9% | -35.6% |
| 3Y | +123.0% | -5.4% | +128.4% | +123.1% |
| All | +118.6% | -20.4% | +138.9% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling