+456.7%
AXTI vs KKR
-12.5%
+469.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.6% | -13.0% | -9.1% |
| 7D | -26.2% | +8.9% | -35.1% | -28.6% |
| 30D | -45.1% | +12.7% | -57.8% | -47.9% |
| 3M | -27.2% | -6.2% | -21.0% | -26.0% |
| 6M | -55.2% | -1.5% | -53.6% | -55.5% |
| YTD | +190.8% | -20.1% | +210.8% | +217.3% |
| 1Y | +456.7% | -13.7% | +470.4% | +537.8% |
| All | +456.7% | -12.5% | +469.1% | +537.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling