+1,846.0%
AXON vs MKC
+26.7%
+1,819.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.9% |
| 7D | -3.3% | -4.3% | +1.0% | -2.6% |
| 30D | -17.8% | -3.1% | -14.7% | -17.4% |
| 3M | +8.3% | +6.8% | +1.5% | +7.2% |
| 6M | -12.4% | -18.3% | +6.0% | -9.6% |
| YTD | -13.7% | -23.1% | +9.3% | -10.4% |
| 1Y | -33.1% | -23.7% | -9.4% | -30.5% |
| 3Y | +128.2% | -31.0% | +159.2% | +138.6% |
| 5Y | +170.5% | -33.5% | +204.0% | +182.1% |
| 10Y | +1,846.0% | +30.3% | +1,815.7% | +1,815.8% |
| All | +1,846.0% | +26.7% | +1,819.3% | +1,815.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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