+6,398.4%
KLAC vs AXON
+101,343.3%
-94,944.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.2% | +11.5% | +8.0% |
| 7D | +5.7% | -14.2% | +19.9% | +8.2% |
| 30D | -3.6% | -15.4% | +11.8% | -1.6% |
| 3M | -12.8% | +0.5% | -13.3% | -14.1% |
| 6M | +26.1% | -9.5% | +35.6% | +25.1% |
| YTD | +53.3% | -9.2% | +62.5% | +51.4% |
| 1Y | +113.7% | -29.4% | +143.1% | +119.2% |
| 3Y | +274.9% | +139.4% | +135.5% | +205.6% |
| 5Y | +470.1% | +178.9% | +291.2% | +345.6% |
| 10Y | +2,997.0% | +1,840.8% | +1,156.2% | +1,677.8% |
| All | +6,398.4% | +101,343.3% | -94,944.9% | +2,395.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling