+8.5%
KR vs AXON
-20.0%
+28.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | +1.3% |
| 7D | +0.8% | -25.6% | +26.4% | +0.6% |
| 30D | +11.1% | -23.9% | +35.0% | +10.9% |
| 3M | +24.4% | -50.4% | +74.8% | +23.2% |
| 6M | +8.5% | -20.0% | +28.6% | +8.2% |
| All | +8.5% | -20.0% | +28.5% | +8.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling