+111.8%
KMI vs AXON
+12,632.6%
-12,520.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.5% | -0.1% |
| 7D | -0.5% | -14.2% | +13.7% | +1.3% |
| 30D | +0.9% | -15.4% | +16.3% | +2.5% |
| 3M | 0.0% | +0.5% | -0.5% | -1.2% |
| 6M | -5.7% | -9.5% | +3.8% | -6.2% |
| YTD | +17.5% | -9.2% | +26.7% | +16.1% |
| 1Y | +22.3% | -29.4% | +51.7% | +24.6% |
| 3Y | +111.9% | +139.4% | -27.5% | +74.9% |
| 5Y | +151.8% | +178.9% | -27.1% | +96.8% |
| 10Y | +138.7% | +1,840.8% | -1,702.1% | +28.2% |
| All | +111.8% | +12,632.6% | -12,520.8% | -19.7% |
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 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