+470.0%
KLAC vs AXON
+179.8%
+290.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.2% | +11.5% | +8.3% |
| 7D | +5.7% | -14.2% | +19.9% | +9.4% |
| 30D | -3.6% | -15.4% | +11.8% | -0.7% |
| 3M | -12.8% | +0.5% | -13.3% | -14.9% |
| 6M | +26.1% | -9.5% | +35.6% | +25.1% |
| YTD | +53.3% | -9.2% | +62.5% | +50.7% |
| 1Y | +113.7% | -29.4% | +143.1% | +124.8% |
| 3Y | +274.9% | +139.4% | +135.5% | +128.5% |
| All | +470.0% | +179.8% | +290.2% | +183.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling