+22.6%
KMI vs AXON
-33.3%
+55.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.9% |
| 7D | -1.8% | -3.3% | +1.6% | -1.9% |
| 30D | +0.1% | -17.8% | +17.9% | -0.8% |
| 3M | +1.2% | +8.3% | -7.1% | +2.0% |
| 6M | -3.9% | -12.4% | +8.4% | -3.3% |
| YTD | +17.5% | -13.7% | +31.2% | +16.8% |
| 1Y | +22.6% | -33.1% | +55.7% | +20.1% |
| All | +22.6% | -33.3% | +55.9% | +20.1% |
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