+1,288.1%
KDP vs AXON
+5,000.8%
-3,712.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.8% | +10.1% | +1.2% |
| 7D | +4.5% | -12.7% | +17.2% | +5.8% |
| 30D | +18.5% | -8.6% | +27.1% | +19.4% |
| 3M | +20.8% | -37.2% | +58.1% | +25.5% |
| 6M | +29.4% | +0.5% | +28.9% | +27.8% |
| YTD | +35.9% | -32.6% | +68.5% | +38.5% |
| 1Y | +42.5% | -40.2% | +82.6% | +46.7% |
| 3Y | +29.4% | +76.1% | -46.7% | +15.3% |
| 5Y | +15.8% | +109.5% | -93.7% | -1.0% |
| 10Y | +236.5% | +1,640.5% | -1,404.0% | +111.4% |
| All | +1,288.1% | +5,000.8% | -3,712.7% | +522.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling