+838.1%
KO vs AXON
+61,951.8%
-61,113.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.9% | +1.7% |
| 7D | +3.7% | +0.8% | +3.0% | +3.7% |
| 30D | +8.1% | -22.8% | +30.9% | +9.3% |
| 3M | +14.2% | -48.8% | +63.0% | +17.6% |
| 6M | +25.2% | -16.3% | +41.5% | +25.5% |
| YTD | +44.7% | -44.5% | +89.2% | +47.4% |
| 1Y | +43.4% | -43.4% | +86.8% | +45.8% |
| 3Y | +90.1% | +44.3% | +45.8% | +81.2% |
| 5Y | +103.0% | +85.1% | +17.9% | +88.6% |
| 10Y | +229.8% | +1,060.5% | -830.7% | +170.2% |
| All | +838.1% | +61,951.8% | -61,113.7% | +562.7% |
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