+2,026.9%
AXTI vs KRE
+148.5%
+1,878.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.4% |
| 7D | +21.0% | -1.1% | +22.1% | +21.6% |
| 30D | -6.6% | -3.4% | -3.2% | -4.9% |
| 3M | -12.1% | +3.7% | -15.8% | -14.3% |
| 6M | +78.7% | +14.8% | +63.9% | +64.1% |
| YTD | +321.5% | +14.7% | +306.8% | +289.5% |
| 1Y | +2,166.8% | +16.0% | +2,150.8% | +1,982.4% |
| 3Y | +2,807.6% | +84.3% | +2,723.3% | +2,070.3% |
| 5Y | +651.5% | +30.9% | +620.6% | +553.7% |
| 10Y | +1,560.5% | +122.0% | +1,438.5% | +1,040.4% |
| All | +2,026.9% | +148.5% | +1,878.4% | +1,153.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling