+1,297.4%
AXTI vs KKR
+1,583.3%
-285.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.1% | -3.0% | -4.6% |
| 7D | +15.1% | -8.1% | +23.2% | +19.7% |
| 30D | -12.3% | -9.1% | -3.2% | -8.9% |
| 3M | -24.1% | +6.4% | -30.5% | -27.3% |
| 6M | +46.0% | +12.6% | +33.5% | +34.7% |
| YTD | +295.7% | -20.4% | +316.1% | +331.2% |
| 1Y | +1,825.6% | -27.1% | +1,852.7% | +2,095.7% |
| 3Y | +2,630.0% | +63.8% | +2,566.1% | +2,011.7% |
| 5Y | +601.0% | +67.6% | +533.4% | +422.7% |
| 10Y | +1,459.0% | +702.6% | +756.4% | +525.1% |
| All | +1,297.4% | +1,583.3% | -285.9% | +285.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling