-52.3%
KHC vs AXON
+1,109.0%
-1,161.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.1% | -0.1% |
| 7D | -4.6% | -25.6% | +21.0% | -3.4% |
| 30D | +8.1% | -23.9% | +32.0% | +9.4% |
| 3M | 0.0% | -50.4% | +50.5% | +3.1% |
| 6M | +7.9% | -20.0% | +27.9% | +8.6% |
| YTD | +5.3% | -44.5% | +49.7% | +7.4% |
| 1Y | +5.1% | -44.9% | +50.0% | +7.2% |
| 3Y | -12.8% | +44.7% | -57.5% | -17.9% |
| 5Y | -16.2% | +86.7% | -102.9% | -23.4% |
| 10Y | -52.3% | +1,060.5% | -1,112.7% | -61.9% |
| All | -52.3% | +1,109.0% | -1,161.2% | -61.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling