I have a gut feel that the deflection of the axle tube in the horizontal direction may be involved... As the axle defects under acceleration or braking loads, it is going to slightly allow the tires to lead or lag the chassis, in turn allowing instantaneous tire alignment to change, affecting tire scrub and total chassis road friction.
Vertical deflection would seem to be absorbed by the tire sidewalls for little overall effect. Torsional wind-up of the axle could affect instantaneous yaw, but because that effect is damped by the entire mass of the kart, it seems that this should be of little consequence.
If you arranged a test rig with a limber axle and then added supplemental outboard bearings near the rear wheels, and located those bearing via angle struts back to the chassis in a vertical and horzontal plane it might be possible to experimentally determine what factors are significant. With this rig, the compliance of the axle in the desired plane could be adjusted by substituting harder or softer steel, nylon, and various rubber washers to determine what is actually occurring.