+21.0%
MDLZ vs AXON
-45.7%
+66.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | -0.2% |
| 7D | -0.4% | -19.7% | +19.3% | -0.6% |
| 30D | +8.2% | -25.7% | +33.9% | +7.9% |
| 3M | +8.0% | -48.8% | +56.8% | +6.8% |
| 6M | +9.7% | -22.0% | +31.7% | +10.1% |
| YTD | +26.9% | -45.9% | +72.8% | +29.3% |
| All | +21.0% | -45.7% | +66.7% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling