+39.9%
KO vs AXON
-46.2%
+86.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.2% |
| 7D | +1.8% | -19.7% | +21.5% | +1.4% |
| 30D | +8.1% | -25.7% | +33.8% | +7.5% |
| 3M | +13.0% | -48.8% | +61.8% | +11.4% |
| 6M | +23.3% | -22.0% | +45.3% | +24.8% |
| YTD | +42.1% | -45.9% | +88.0% | +42.4% |
| 1Y | +39.9% | -46.1% | +86.0% | +40.1% |
| All | +39.9% | -46.2% | +86.0% | +40.1% |
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