-9.8%
KHC vs AXON
+140.4%
-150.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | -0.7% |
| 7D | -1.8% | -14.2% | +12.4% | -1.8% |
| 30D | -1.9% | -15.4% | +13.5% | -1.9% |
| 3M | +14.4% | +0.5% | +13.9% | +14.6% |
| 6M | +8.7% | -9.5% | +18.2% | +8.7% |
| YTD | +7.8% | -9.2% | +17.0% | +8.0% |
| 1Y | -1.5% | -29.4% | +27.9% | -1.9% |
| All | -9.8% | +140.4% | -150.2% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling