+743.4%
AXTI vs KRE
+32.1%
+711.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +5.1% | -1.8% | +6.9% | +6.4% |
| 30D | -17.5% | -4.5% | -13.0% | -14.6% |
| 3M | -26.7% | +2.7% | -29.4% | -29.1% |
| 6M | +36.8% | +16.9% | +19.9% | +18.0% |
| YTD | +296.1% | +15.4% | +280.8% | +248.0% |
| 1Y | +1,810.6% | +16.1% | +1,794.5% | +1,567.3% |
| 3Y | +2,587.6% | +85.7% | +2,501.8% | +1,585.9% |
| All | +743.4% | +32.1% | +711.3% | +607.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling