+112,002.2%
AXON vs YUM
+2,639.6%
+109,362.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.6% |
| 7D | -14.2% | -2.0% | -12.1% | -13.3% |
| 30D | -15.4% | -1.1% | -14.3% | -15.4% |
| 3M | +0.5% | +1.8% | -1.3% | -1.1% |
| 6M | -9.5% | -4.7% | -4.8% | -8.2% |
| YTD | -9.2% | +0.6% | -9.8% | -10.7% |
| 1Y | -29.4% | +6.4% | -35.8% | -32.8% |
| 3Y | +139.4% | +22.6% | +116.8% | +106.8% |
| 5Y | +178.9% | +26.0% | +152.9% | +138.1% |
| 10Y | +1,840.8% | +174.6% | +1,666.2% | +1,002.4% |
| All | +112,002.2% | +2,639.6% | +109,362.5% | +26,788.7% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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