+68,469.6%
AXON vs MKC
+680.0%
+67,789.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.1% |
| 7D | -25.6% | -7.0% | -18.6% | -23.0% |
| 30D | -23.9% | +4.1% | -28.0% | -25.1% |
| 3M | -50.4% | -10.3% | -40.1% | -48.1% |
| 6M | -20.0% | +1.7% | -21.7% | -20.9% |
| YTD | -44.5% | -29.1% | -15.4% | -36.7% |
| 1Y | -44.9% | -26.0% | -18.9% | -38.5% |
| 3Y | +44.7% | -21.5% | +66.2% | +50.0% |
| 5Y | +86.7% | -35.0% | +121.7% | +104.6% |
| 10Y | +1,060.5% | +25.6% | +1,034.9% | +658.9% |
| All | +68,469.6% | +680.0% | +67,789.5% | +16,257.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling