+136.6%
KMI vs AXON
+1,811.1%
-1,674.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.4% |
| 7D | -1.8% | -3.3% | +1.6% | -1.4% |
| 30D | +0.1% | -17.8% | +17.9% | +2.1% |
| 3M | +1.2% | +8.3% | -7.1% | -1.0% |
| 6M | -3.9% | -12.4% | +8.4% | -3.9% |
| YTD | +17.5% | -13.7% | +31.2% | +17.0% |
| 1Y | +22.6% | -33.1% | +55.7% | +25.9% |
| 3Y | +116.3% | +128.2% | -11.9% | +79.3% |
| 5Y | +157.6% | +170.5% | -12.9% | +101.7% |
| 10Y | +136.6% | +1,846.0% | -1,709.4% | +29.5% |
| All | +136.6% | +1,811.1% | -1,674.5% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling