-11.7%
KR vs AXON
-28.9%
+17.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | 0.0% |
| 7D | +1.5% | -14.2% | +15.7% | +0.9% |
| 30D | +4.1% | -15.4% | +19.5% | +3.5% |
| 3M | -5.2% | +0.5% | -5.7% | -5.1% |
| 6M | -12.8% | -9.5% | -3.3% | -13.1% |
| YTD | -4.6% | -9.2% | +4.6% | -4.0% |
| 1Y | -11.7% | -29.4% | +17.7% | -11.5% |
| All | -11.7% | -28.9% | +17.3% | -11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling