+252.2%
KLAC vs AXON
+71.5%
+180.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -18.2% | +24.9% | +10.8% |
| 7D | -12.3% | -26.8% | +14.5% | -6.3% |
| 30D | -29.6% | -22.9% | -6.7% | -25.7% |
| 3M | -28.2% | -40.1% | +11.8% | -20.5% |
| 6M | -23.6% | -18.9% | -4.7% | -23.9% |
| YTD | +14.4% | -44.9% | +59.3% | +25.1% |
| 1Y | +15.4% | -46.7% | +62.1% | +27.5% |
| 3Y | +184.3% | +44.3% | +140.0% | +92.5% |
| All | +252.2% | +71.5% | +180.7% | +94.5% |
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 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