+30.1%
KDP vs AXON
-18.6%
+48.7%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -18.2% | +17.5% | -0.3% |
| 7D | +2.2% | -26.8% | +29.0% | +2.7% |
| 30D | +19.9% | -22.9% | +42.8% | +20.5% |
| 3M | +21.5% | -40.1% | +61.6% | +21.8% |
| 6M | +30.1% | -18.9% | +49.0% | +33.0% |
| All | +30.1% | -18.6% | +48.7% | +33.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling