+12.5%
KHC vs AXON
-40.7%
+53.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.8% | +1.9% | +3.7% |
| 7D | +6.6% | +0.2% | +6.4% | +6.6% |
| 30D | +16.5% | +3.0% | +13.5% | +16.3% |
| 3M | -3.0% | -30.1% | +27.2% | -1.9% |
| 6M | +17.4% | +7.7% | +9.6% | +17.9% |
| YTD | +10.3% | -25.3% | +35.6% | +12.4% |
| 1Y | +12.5% | -39.9% | +52.4% | +18.2% |
| All | +12.5% | -40.7% | +53.2% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling