+22.3%
MDLZ vs AXON
-50.4%
+72.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.8% | +0.6% |
| 7D | +0.1% | -28.7% | +28.8% | -0.3% |
| 30D | +10.0% | -28.3% | +38.3% | +9.6% |
| 3M | +7.1% | -46.9% | +54.0% | +6.0% |
| 6M | +9.8% | -24.9% | +34.7% | +10.1% |
| YTD | +26.6% | -46.6% | +73.3% | +29.0% |
| All | +22.3% | -50.4% | +72.7% | +25.4% |
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 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