+727.5%
KO vs AXON
+101,343.3%
-100,615.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.3% | -0.6% |
| 7D | -1.8% | -14.2% | +12.4% | -1.1% |
| 30D | +1.4% | -15.4% | +16.8% | +2.1% |
| 3M | +15.4% | +0.5% | +14.9% | +15.0% |
| 6M | +14.3% | -9.5% | +23.8% | +14.2% |
| YTD | +27.7% | -9.2% | +36.9% | +27.2% |
| 1Y | +32.7% | -29.4% | +62.1% | +33.7% |
| 3Y | +62.2% | +139.4% | -77.2% | +51.1% |
| 5Y | +80.0% | +178.9% | -98.9% | +64.4% |
| 10Y | +175.6% | +1,840.8% | -1,665.2% | +120.4% |
| All | +727.5% | +101,343.3% | -100,615.8% | +472.0% |
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 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