+3,041.8%
KLAC vs AXON
+1,845.5%
+1,196.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +2.3% |
| 7D | +10.6% | -2.5% | +13.1% | +11.1% |
| 30D | -4.5% | -11.5% | +7.0% | -2.1% |
| 3M | -10.3% | +7.3% | -17.5% | -14.2% |
| 6M | +40.9% | -11.9% | +52.8% | +40.1% |
| YTD | +56.1% | -11.0% | +67.1% | +53.4% |
| 1Y | +109.0% | -31.8% | +140.8% | +120.2% |
| 3Y | +288.8% | +135.4% | +153.4% | +161.2% |
| 5Y | +489.1% | +176.9% | +312.3% | +256.1% |
| 10Y | +3,041.8% | +1,854.5% | +1,187.3% | +1,147.2% |
| All | +3,041.8% | +1,845.5% | +1,196.3% | +1,147.2% |
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 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