+176.9%
AXON vs MKC
-33.2%
+210.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -2.0% |
| 7D | -2.5% | -4.3% | +1.9% | -2.1% |
| 30D | -11.5% | -2.0% | -9.5% | -11.3% |
| 3M | +7.3% | +10.0% | -2.7% | +6.6% |
| 6M | -11.9% | -18.5% | +6.6% | -10.7% |
| YTD | -11.0% | -22.4% | +11.4% | -9.6% |
| 1Y | -31.8% | -23.6% | -8.1% | -30.6% |
| 3Y | +135.4% | -30.4% | +165.8% | +139.8% |
| 5Y | +176.9% | -34.2% | +211.0% | +189.7% |
| All | +176.9% | -33.2% | +210.1% | +189.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling