+706.9%
KR vs AXON
+60,315.1%
-59,608.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.6% |
| 7D | +0.5% | -19.7% | +20.3% | +1.5% |
| 30D | +14.9% | -25.7% | +40.6% | +16.3% |
| 3M | +25.4% | -48.8% | +74.2% | +28.9% |
| 6M | +9.3% | -22.0% | +31.3% | +9.9% |
| YTD | +13.7% | -45.9% | +59.6% | +15.7% |
| 1Y | +9.2% | -46.1% | +55.2% | +11.1% |
| 3Y | +70.1% | +40.9% | +29.2% | +62.9% |
| 5Y | +82.5% | +80.2% | +2.3% | +70.7% |
| 10Y | +155.7% | +1,029.9% | -874.2% | +109.8% |
| All | +706.9% | +60,315.1% | -59,608.2% | +398.7% |
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 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