+229.6%
KDP vs AXON
+1,304.2%
-1,074.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -18.2% | +17.5% | +0.4% |
| 7D | +2.2% | -26.8% | +29.0% | +4.0% |
| 30D | +19.9% | -22.9% | +42.8% | +21.6% |
| 3M | +21.5% | -40.1% | +61.6% | +24.7% |
| 6M | +30.1% | -18.9% | +49.0% | +30.5% |
| YTD | +34.9% | -44.9% | +79.8% | +38.2% |
| 1Y | +43.4% | -46.7% | +90.1% | +47.2% |
| 3Y | +29.1% | +44.3% | -15.3% | +18.7% |
| 5Y | +15.0% | +71.4% | -56.4% | +2.3% |
| All | +229.6% | +1,304.2% | -1,074.6% | +178.9% |
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