+2,323.7%
KLAC vs AXON
+1,027.4%
+1,296.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.6% |
| 7D | +21.2% | -19.7% | +40.9% | +27.1% |
| 30D | -14.5% | -25.7% | +11.2% | -8.3% |
| 3M | -24.4% | -48.8% | +24.4% | -11.2% |
| 6M | -12.9% | -22.0% | +9.0% | -11.5% |
| YTD | +29.9% | -45.9% | +75.9% | +43.8% |
| 1Y | +31.9% | -46.1% | +78.0% | +46.1% |
| 3Y | +201.5% | +40.9% | +160.6% | +126.6% |
| 5Y | +298.6% | +80.2% | +218.3% | +161.8% |
| All | +2,323.7% | +1,027.4% | +1,296.3% | +928.8% |
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