-43.7%
KHC vs AXON
+883.7%
-927.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -18.2% | +15.4% | -1.8% |
| 7D | +1.1% | -26.8% | +27.9% | +2.7% |
| 30D | +12.0% | -22.9% | +34.9% | +13.4% |
| 3M | +0.2% | -40.1% | +40.3% | +2.6% |
| 6M | +10.3% | -18.9% | +29.2% | +11.0% |
| YTD | +6.7% | -44.9% | +51.6% | +9.2% |
| 1Y | +10.9% | -46.7% | +57.5% | +13.5% |
| 3Y | -12.6% | +44.3% | -57.0% | -18.2% |
| 5Y | -16.3% | +71.4% | -87.7% | -23.6% |
| 10Y | -53.2% | +1,324.0% | -1,377.2% | -66.2% |
| All | -43.7% | +883.7% | -927.3% | -60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling