+65.5%
KO vs AXON
+134.7%
-69.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.3% |
| 7D | +0.4% | -2.5% | +2.9% | +0.4% |
| 30D | +1.5% | -11.5% | +13.0% | +1.3% |
| 3M | +11.8% | +7.3% | +4.5% | +12.2% |
| 6M | +16.2% | -11.9% | +28.2% | +16.4% |
| YTD | +28.1% | -11.0% | +39.1% | +28.7% |
| 1Y | +34.8% | -31.8% | +66.5% | +35.1% |
| 3Y | +65.5% | +135.4% | -69.9% | +55.0% |
| All | +65.5% | +134.7% | -69.2% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling