+256.4%
KDP vs AXON
+1,048.6%
-792.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | +8.2% | -27.4% | +35.6% | +10.2% |
| 30D | +18.4% | -28.5% | +46.8% | +20.6% |
| 3M | +29.2% | -49.3% | +78.5% | +34.2% |
| 6M | +32.3% | -25.0% | +57.3% | +33.4% |
| YTD | +38.5% | -46.7% | +85.2% | +42.3% |
| 1Y | +48.5% | -48.3% | +96.8% | +52.8% |
| 3Y | +32.5% | +38.8% | -6.4% | +21.6% |
| 5Y | +19.7% | +77.7% | -58.0% | +5.3% |
| 10Y | +256.4% | +1,028.0% | -771.7% | +176.7% |
| All | +256.4% | +1,048.6% | -792.2% | +176.7% |
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 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