+12.9%
KMB vs AXON
-50.5%
+63.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +6.0% | -27.4% | +33.4% | +7.9% |
| 30D | +13.5% | -28.5% | +42.0% | +15.6% |
| 3M | +3.8% | -49.3% | +53.0% | +7.5% |
| 6M | +15.6% | -25.0% | +40.6% | +18.5% |
| YTD | +14.0% | -46.7% | +60.7% | +16.6% |
| 1Y | +12.9% | -48.3% | +61.2% | +15.4% |
| All | +12.9% | -50.5% | +63.5% | +15.4% |
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 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