+577.2%
KR vs AXON
+101,343.3%
-100,766.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.3% |
| 7D | +1.5% | -14.2% | +15.7% | +2.2% |
| 30D | +4.1% | -15.4% | +19.5% | +4.7% |
| 3M | -5.2% | +0.5% | -5.7% | -5.6% |
| 6M | -12.8% | -9.5% | -3.3% | -12.9% |
| YTD | -4.6% | -9.2% | +4.6% | -4.9% |
| 1Y | -11.7% | -29.4% | +17.7% | -11.1% |
| 3Y | +36.3% | +139.4% | -103.2% | +27.5% |
| 5Y | +40.0% | +178.9% | -138.9% | +28.6% |
| 10Y | +122.2% | +1,840.8% | -1,718.6% | +77.9% |
| All | +577.2% | +101,343.3% | -100,766.1% | +309.6% |
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