+24.1%
KWEB vs AXON
+5,528.4%
-5,504.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.7% | -2.3% |
| 7D | -1.3% | -2.5% | +1.2% | -0.9% |
| 30D | -11.5% | -11.5% | 0.0% | -9.8% |
| 3M | -2.9% | +7.3% | -10.2% | -5.5% |
| 6M | -14.6% | -11.9% | -2.7% | -14.5% |
| YTD | -25.5% | -11.0% | -14.5% | -26.2% |
| 1Y | -31.1% | -31.8% | +0.7% | -28.4% |
| 3Y | +3.0% | +135.4% | -132.4% | -23.2% |
| 5Y | -42.6% | +176.9% | -219.5% | -60.4% |
| 10Y | -21.1% | +1,854.5% | -1,875.6% | -64.3% |
| All | +24.1% | +5,528.4% | -5,504.3% | -51.0% |
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