+19.6%
KMI vs AXON
-50.5%
+70.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -5.1% | -27.4% | +22.3% | -6.0% |
| 30D | -3.1% | -28.5% | +25.3% | -4.1% |
| 3M | +0.2% | -49.3% | +49.5% | -2.1% |
| 6M | +1.1% | -25.0% | +26.1% | +0.9% |
| YTD | +17.7% | -46.7% | +64.5% | +14.1% |
| 1Y | +19.6% | -48.3% | +67.9% | +18.7% |
| All | +19.6% | -50.5% | +70.1% | +18.7% |
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