+393.5%
KMB vs AXON
+75,157.7%
-74,764.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.8% | +11.3% | +1.9% |
| 7D | +0.4% | -12.7% | +13.1% | +0.9% |
| 30D | +14.1% | -8.6% | +22.8% | +14.5% |
| 3M | -0.5% | -37.2% | +36.7% | +1.2% |
| 6M | +16.6% | +0.5% | +16.1% | +16.2% |
| YTD | +13.7% | -32.6% | +46.3% | +14.8% |
| 1Y | +16.1% | -40.2% | +56.2% | +17.6% |
| 3Y | +4.7% | +76.1% | -71.4% | +0.4% |
| 5Y | +1.5% | +109.5% | -107.9% | -4.1% |
| 10Y | +40.5% | +1,640.5% | -1,600.0% | +18.6% |
| All | +393.5% | +75,157.7% | -74,764.3% | +255.3% |
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