+20.7%
KRE vs AXON
-46.2%
+66.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.4% |
| 7D | +0.3% | -19.7% | +20.0% | +1.5% |
| 30D | +5.0% | -25.7% | +30.7% | +6.7% |
| 3M | -5.7% | -48.8% | +43.0% | -2.4% |
| 6M | +7.5% | -22.0% | +29.5% | +8.7% |
| YTD | +13.8% | -45.9% | +59.8% | +16.4% |
| 1Y | +20.7% | -46.1% | +66.7% | +23.8% |
| All | +20.7% | -46.2% | +66.8% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling