+1,569.8%
KKR vs AXON
+7,918.5%
-6,348.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -2.2% |
| 7D | -1.1% | -19.7% | +18.6% | +3.7% |
| 30D | +11.5% | -25.7% | +37.2% | +19.0% |
| 3M | -12.4% | -48.8% | +36.4% | +1.9% |
| 6M | -1.9% | -22.0% | +20.1% | +1.4% |
| YTD | -23.3% | -45.9% | +22.6% | -14.7% |
| 1Y | -20.4% | -46.1% | +25.6% | -11.5% |
| 3Y | +56.1% | +40.9% | +15.1% | +32.5% |
| 5Y | +28.4% | +80.2% | -51.8% | -0.3% |
| 10Y | +664.6% | +1,029.9% | -365.3% | +285.8% |
| All | +1,569.8% | +7,918.5% | -6,348.8% | +405.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling