+71.7%
KKR vs AXON
+134.7%
-63.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.4% |
| 7D | -0.6% | -2.5% | +1.8% | 0.0% |
| 30D | +3.0% | -11.5% | +14.5% | +6.0% |
| 3M | +13.6% | +7.3% | +6.4% | +10.2% |
| 6M | +16.2% | -11.9% | +28.2% | +17.6% |
| YTD | -16.6% | -11.0% | -5.6% | -16.7% |
| 1Y | -23.2% | -31.8% | +8.5% | -17.8% |
| 3Y | +71.7% | +135.4% | -63.7% | +19.5% |
| All | +71.7% | +134.7% | -63.0% | +19.5% |
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 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