+695.1%
KKR vs AXON
+1,813.9%
-1,118.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.5% |
| 7D | -8.1% | -11.0% | +2.9% | -5.1% |
| 30D | -9.1% | -24.7% | +15.6% | -2.0% |
| 3M | +6.4% | +7.0% | -0.6% | +2.7% |
| 6M | +12.6% | -9.6% | +22.2% | +12.6% |
| YTD | -20.4% | -15.7% | -4.7% | -19.7% |
| 1Y | -27.1% | -35.9% | +8.9% | -20.8% |
| 3Y | +63.8% | +123.0% | -59.2% | +18.5% |
| 5Y | +67.6% | +166.3% | -98.7% | +9.6% |
| All | +695.1% | +1,813.9% | -1,118.8% | +235.5% |
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