+239.3%
KDP vs AXON
+1,278.1%
-1,038.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +4.0% | +1.0% |
| 7D | +0.3% | -28.7% | +29.1% | +2.2% |
| 30D | +16.3% | -28.3% | +44.6% | +18.4% |
| 3M | +24.0% | -46.9% | +70.9% | +28.3% |
| 6M | +30.0% | -24.9% | +54.8% | +31.1% |
| YTD | +36.1% | -46.6% | +82.7% | +39.7% |
| 1Y | +46.8% | -49.7% | +96.5% | +51.3% |
| 3Y | +30.5% | +40.6% | -10.1% | +20.1% |
| 5Y | +17.9% | +71.9% | -54.0% | +4.5% |
| 10Y | +239.3% | +1,180.9% | -941.6% | +174.6% |
| All | +239.3% | +1,278.1% | -1,038.8% | +174.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling