+30.0%
KDP vs AXON
+74.4%
-44.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.8% | +10.1% | +0.2% |
| 7D | +4.5% | -12.7% | +17.2% | +4.4% |
| 30D | +18.5% | -8.6% | +27.1% | +18.4% |
| 3M | +20.8% | -37.2% | +58.1% | +20.3% |
| 6M | +29.4% | +0.5% | +28.9% | +29.7% |
| YTD | +35.9% | -32.6% | +68.5% | +36.1% |
| 1Y | +42.5% | -40.2% | +82.6% | +42.6% |
| All | +30.0% | +74.4% | -44.4% | +23.6% |
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