+103.1%
KRE vs AXON
+1,278.1%
-1,175.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.9% | +2.2% |
| 7D | -0.4% | -28.7% | +28.4% | +4.9% |
| 30D | +6.4% | -28.3% | +34.7% | +11.9% |
| 3M | -3.1% | -46.9% | +43.8% | +6.6% |
| 6M | +6.4% | -24.9% | +31.2% | +8.9% |
| YTD | +15.3% | -46.6% | +61.9% | +23.7% |
| 1Y | +23.3% | -49.7% | +72.9% | +33.5% |
| 3Y | +93.6% | +40.6% | +53.1% | +63.8% |
| 5Y | +13.2% | +71.9% | -58.7% | -11.3% |
| 10Y | +103.1% | +1,180.9% | -1,077.7% | +3.1% |
| All | +103.1% | +1,278.1% | -1,175.0% | +3.1% |
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