+7.6%
KDP vs AXON
+140.4%
-132.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.9% |
| 7D | +1.3% | -14.2% | +15.4% | +1.2% |
| 30D | +6.0% | -15.4% | +21.4% | +5.9% |
| 3M | +9.2% | +0.5% | +8.7% | +9.2% |
| 6M | +14.7% | -9.5% | +24.2% | +14.9% |
| YTD | +19.2% | -9.2% | +28.4% | +19.7% |
| 1Y | +15.2% | -29.4% | +44.5% | +15.6% |
| All | +7.6% | +140.4% | -132.8% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling