+687.0%
KKR vs AXON
+1,109.0%
-421.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.1% | -2.0% |
| 7D | -1.3% | -25.6% | +24.4% | +6.4% |
| 30D | +9.3% | -23.9% | +33.2% | +17.0% |
| 3M | -9.8% | -50.4% | +40.6% | +8.1% |
| 6M | +1.0% | -20.0% | +21.0% | +3.9% |
| YTD | -21.1% | -44.5% | +23.4% | -11.5% |
| 1Y | -17.0% | -44.9% | +27.9% | -6.8% |
| 3Y | +60.6% | +44.7% | +15.9% | +29.1% |
| 5Y | +33.6% | +86.7% | -53.1% | -5.0% |
| 10Y | +687.0% | +1,060.5% | -373.4% | +266.7% |
| All | +687.0% | +1,109.0% | -421.9% | +266.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling