+3.7%
KMB vs AXON
+40.0%
-36.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +6.0% | -27.4% | +33.4% | +6.8% |
| 30D | +13.5% | -28.5% | +42.0% | +14.3% |
| 3M | +3.8% | -49.3% | +53.0% | +5.1% |
| 6M | +15.6% | -25.0% | +40.6% | +17.0% |
| YTD | +14.0% | -46.7% | +60.7% | +15.1% |
| 1Y | +12.9% | -48.3% | +61.2% | +14.0% |
| 3Y | +3.7% | +38.8% | -35.1% | -7.2% |
| All | +3.7% | +40.0% | -36.2% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling