-14.8%
KMB vs AXON
-28.9%
+14.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.2% | +1.4% | -2.6% |
| 7D | -4.2% | -14.2% | +10.0% | -3.5% |
| 30D | -6.6% | -15.4% | +8.8% | -6.0% |
| 3M | +12.6% | +0.5% | +12.1% | +12.6% |
| 6M | +2.9% | -9.5% | +12.4% | +1.1% |
| YTD | +6.8% | -9.2% | +16.0% | +5.9% |
| 1Y | -14.8% | -29.4% | +14.6% | -16.3% |
| All | -14.8% | -28.9% | +14.2% | -16.3% |
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 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