+72.6%
KKR vs AXON
+167.8%
-95.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.6% |
| 7D | -2.2% | -3.3% | +1.2% | -1.2% |
| 30D | +0.3% | -17.8% | +18.1% | +6.2% |
| 3M | +8.8% | +8.3% | +0.5% | +4.1% |
| 6M | +14.9% | -12.4% | +27.3% | +16.1% |
| YTD | -17.9% | -13.7% | -4.2% | -17.6% |
| 1Y | -23.7% | -33.1% | +9.4% | -17.0% |
| 3Y | +69.1% | +128.2% | -59.2% | +5.9% |
| 5Y | +72.6% | +170.5% | -97.9% | -11.9% |
| All | +72.6% | +167.8% | -95.2% | -11.9% |
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