+133.4%
KR vs AXON
+1,815.8%
-1,682.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -0.2% | -7.0% | +6.9% | 0.0% |
| 30D | +5.1% | -20.1% | +25.1% | +5.5% |
| 3M | -8.2% | +7.4% | -15.6% | -8.5% |
| 6M | -18.0% | -7.4% | -10.6% | -18.1% |
| YTD | -4.8% | -15.6% | +10.8% | -4.7% |
| 1Y | -11.0% | -36.2% | +25.2% | -10.2% |
| 3Y | +37.7% | +124.8% | -87.2% | +31.2% |
| 5Y | +52.8% | +166.6% | -113.8% | +43.4% |
| All | +133.4% | +1,815.8% | -1,682.4% | +85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling