+112.3%
KMI vs AXON
+7,370.1%
-7,257.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -5.1% | -27.4% | +22.3% | -1.5% |
| 30D | -3.1% | -28.5% | +25.3% | +0.6% |
| 3M | +0.2% | -49.3% | +49.5% | +8.4% |
| 6M | +1.1% | -25.0% | +26.1% | +2.6% |
| YTD | +17.7% | -46.7% | +64.5% | +23.8% |
| 1Y | +19.6% | -48.3% | +67.9% | +26.1% |
| 3Y | +117.6% | +38.8% | +78.8% | +91.6% |
| 5Y | +143.1% | +77.7% | +65.4% | +99.8% |
| 10Y | +142.0% | +1,028.0% | -886.0% | +39.0% |
| All | +112.3% | +7,370.1% | -7,257.9% | -14.4% |
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