+1,472.1%
AXTI vs KRE
+124.8%
+1,347.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +5.1% | -1.8% | +6.9% | +6.2% |
| 30D | -17.5% | -4.5% | -13.0% | -14.8% |
| 3M | -26.7% | +2.7% | -29.4% | -28.8% |
| 6M | +36.8% | +16.9% | +19.9% | +20.1% |
| YTD | +296.1% | +15.4% | +280.8% | +253.3% |
| 1Y | +1,810.6% | +16.1% | +1,794.5% | +1,594.3% |
| 3Y | +2,587.6% | +85.7% | +2,501.8% | +1,663.1% |
| 5Y | +601.7% | +33.3% | +568.5% | +463.3% |
| All | +1,472.1% | +124.8% | +1,347.3% | +944.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 10y: compounded portfolio wealth divided by compounded KRE 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…
10y analysis · Full analysis span regression · 6 months rolling