+5.1%
KHC vs AXON
-45.9%
+51.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.1% | -0.1% |
| 7D | -4.6% | -25.6% | +21.0% | -3.5% |
| 30D | +8.1% | -23.9% | +32.0% | +9.2% |
| 3M | 0.0% | -50.4% | +50.5% | +2.5% |
| 6M | +7.9% | -20.0% | +27.9% | +10.0% |
| YTD | +5.3% | -44.5% | +49.7% | +8.5% |
| 1Y | +5.1% | -44.9% | +50.0% | +8.5% |
| All | +5.1% | -45.9% | +51.0% | +8.5% |
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