+26.2%
KLAC vs AXON
-40.7%
+66.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -5.9% | -4.2% |
| 7D | -5.7% | +0.2% | -5.9% | -5.6% |
| 30D | -27.6% | +3.0% | -30.6% | -27.7% |
| 3M | -23.3% | -30.1% | +6.9% | -21.9% |
| 6M | -12.4% | +7.7% | -20.1% | -14.5% |
| YTD | +23.7% | -25.3% | +49.0% | +30.3% |
| 1Y | +26.2% | -39.9% | +66.1% | +35.5% |
| All | +26.2% | -40.7% | +66.9% | +35.5% |
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