+5.8%
MDLZ vs AXON
+42.7%
-36.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -18.2% | +17.0% | -1.6% |
| 7D | +1.7% | -26.8% | +28.5% | +0.9% |
| 30D | +11.2% | -22.9% | +34.1% | +10.5% |
| 3M | +6.1% | -40.1% | +46.2% | +4.8% |
| 6M | +8.6% | -18.9% | +27.4% | +8.6% |
| YTD | +25.8% | -44.9% | +70.7% | +24.8% |
| 1Y | +21.7% | -46.7% | +68.4% | +20.5% |
| 3Y | +5.8% | +44.3% | -38.5% | -0.1% |
| All | +5.8% | +42.7% | -36.9% | -0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling