+35.9%
KLAC vs AXON
-45.9%
+81.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.3% | +1.0% | +5.0% |
| 7D | +7.5% | -25.6% | +33.1% | +9.6% |
| 30D | -15.3% | -23.9% | +8.6% | -13.7% |
| 3M | -19.6% | -50.4% | +30.8% | -15.9% |
| 6M | -12.5% | -20.0% | +7.5% | -13.0% |
| YTD | +33.0% | -44.5% | +77.5% | +45.5% |
| 1Y | +35.9% | -44.9% | +80.8% | +49.5% |
| All | +35.9% | -45.9% | +81.8% | +49.5% |
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