+33.6%
KKR vs AXON
+84.3%
-50.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.1% | -2.1% |
| 7D | -1.3% | -25.6% | +24.4% | +7.2% |
| 30D | +9.3% | -23.9% | +33.2% | +17.8% |
| 3M | -9.8% | -50.4% | +40.6% | +10.2% |
| 6M | +1.0% | -20.0% | +21.0% | +3.8% |
| YTD | -21.1% | -44.5% | +23.4% | -10.4% |
| 1Y | -17.0% | -44.9% | +27.9% | -5.6% |
| 3Y | +60.6% | +44.7% | +15.9% | +13.9% |
| 5Y | +33.6% | +86.7% | -53.1% | -25.4% |
| All | +33.6% | +84.3% | -50.7% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling