+122.0%
KRE vs AXON
+1,811.1%
-1,689.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.6% |
| 7D | -1.1% | -3.3% | +2.3% | -0.5% |
| 30D | -3.4% | -17.8% | +14.4% | -0.5% |
| 3M | +3.7% | +8.3% | -4.6% | +1.0% |
| 6M | +14.8% | -12.4% | +27.1% | +15.0% |
| YTD | +14.7% | -13.7% | +28.4% | +14.3% |
| 1Y | +16.0% | -33.1% | +49.1% | +20.6% |
| 3Y | +84.3% | +128.2% | -44.0% | +44.8% |
| 5Y | +30.9% | +170.5% | -139.6% | -4.2% |
| 10Y | +122.0% | +1,846.0% | -1,724.0% | +3.9% |
| All | +122.0% | +1,811.1% | -1,689.1% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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