+38.9%
KDP vs AXON
-44.3%
+83.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.6% |
| 7D | -0.8% | +0.8% | -1.6% | -0.8% |
| 30D | +9.7% | -22.8% | +32.5% | +9.8% |
| 3M | +17.6% | -48.8% | +66.4% | +17.1% |
| 6M | +25.8% | -16.3% | +42.1% | +26.6% |
| YTD | +33.9% | -44.5% | +78.3% | +37.4% |
| 1Y | +38.9% | -43.4% | +82.3% | +42.7% |
| All | +38.9% | -44.3% | +83.1% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling