+368.9%
KMB vs AXON
+101,343.3%
-100,974.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | -1.4% |
| 7D | -3.0% | -14.2% | +11.1% | -2.5% |
| 30D | -5.5% | -15.4% | +9.9% | -4.9% |
| 3M | +14.0% | +0.5% | +13.5% | +13.7% |
| 6M | +4.1% | -9.5% | +13.6% | +4.1% |
| YTD | +8.0% | -9.2% | +17.2% | +7.8% |
| 1Y | -13.7% | -29.4% | +15.6% | -13.2% |
| 3Y | -5.9% | +139.4% | -145.4% | -10.8% |
| 5Y | -8.6% | +178.9% | -187.5% | -14.7% |
| 10Y | +17.3% | +1,840.8% | -1,823.5% | -1.4% |
| All | +368.9% | +101,343.3% | -100,974.4% | +233.8% |
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