+509.6%
AXTI vs KR
+713.3%
-203.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.2% |
| 7D | +5.1% | -0.2% | +5.2% | +5.1% |
| 30D | -17.5% | +5.1% | -22.5% | -18.1% |
| 3M | -26.7% | -8.2% | -18.5% | -26.3% |
| 6M | +36.8% | -18.0% | +54.8% | +39.2% |
| YTD | +296.1% | -4.8% | +300.9% | +294.1% |
| 1Y | +1,810.6% | -11.0% | +1,821.6% | +1,809.5% |
| 3Y | +2,587.6% | +37.7% | +2,549.9% | +2,354.4% |
| 5Y | +601.7% | +52.8% | +549.0% | +517.8% |
| 10Y | +1,460.7% | +128.8% | +1,331.9% | +1,110.2% |
| All | +509.6% | +713.3% | -203.7% | +190.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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