+1,750.7%
KKR vs AXON
+13,364.0%
-11,613.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.3% | -0.8% |
| 7D | -0.9% | -14.2% | +13.3% | +2.7% |
| 30D | +2.2% | -15.4% | +17.6% | +5.8% |
| 3M | +13.1% | +0.5% | +12.6% | +11.3% |
| 6M | +15.3% | -9.5% | +24.8% | +15.2% |
| YTD | -15.0% | -9.2% | -5.8% | -15.8% |
| 1Y | -21.0% | -29.4% | +8.4% | -17.1% |
| 3Y | +76.7% | +139.4% | -62.7% | +33.1% |
| 5Y | +74.3% | +178.9% | -104.6% | +22.5% |
| 10Y | +753.7% | +1,840.8% | -1,087.1% | +280.2% |
| All | +1,750.7% | +13,364.0% | -11,613.3% | +398.8% |
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