+174.5%
KDP vs AXON
+1,854.8%
-1,680.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.6% |
| 7D | +1.3% | -14.2% | +15.4% | +2.1% |
| 30D | +6.0% | -15.4% | +21.4% | +6.8% |
| 3M | +9.2% | +0.5% | +8.7% | +8.6% |
| 6M | +14.7% | -9.5% | +24.2% | +14.6% |
| YTD | +19.2% | -9.2% | +28.4% | +18.8% |
| 1Y | +15.2% | -29.4% | +44.5% | +16.6% |
| 3Y | +6.0% | +139.4% | -133.4% | -5.4% |
| 5Y | +5.4% | +178.9% | -173.5% | -8.9% |
| All | +174.5% | +1,854.8% | -1,680.3% | +111.7% |
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