+821.0%
KO vs AXON
+60,315.1%
-59,494.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | +1.8% | -19.7% | +21.5% | +2.8% |
| 30D | +8.1% | -25.7% | +33.8% | +9.5% |
| 3M | +13.0% | -48.8% | +61.8% | +16.4% |
| 6M | +23.3% | -22.0% | +45.3% | +24.0% |
| YTD | +42.1% | -45.9% | +88.0% | +44.9% |
| 1Y | +39.9% | -46.1% | +86.0% | +42.6% |
| 3Y | +87.3% | +40.9% | +46.4% | +78.7% |
| 5Y | +99.3% | +80.2% | +19.0% | +85.4% |
| 10Y | +223.8% | +1,029.9% | -806.1% | +165.6% |
| All | +821.0% | +60,315.1% | -59,494.1% | +551.4% |
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