+10.9%
KRE vs AXON
+71.5%
-60.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -18.2% | +18.0% | +2.3% |
| 7D | +0.3% | -26.8% | +27.1% | +4.3% |
| 30D | +4.8% | -22.9% | +27.7% | +8.2% |
| 3M | -5.1% | -40.1% | +35.0% | +0.8% |
| 6M | +3.3% | -18.9% | +22.2% | +3.9% |
| YTD | +13.3% | -44.9% | +58.2% | +19.8% |
| 1Y | +22.9% | -46.7% | +69.6% | +30.5% |
| 3Y | +82.1% | +44.3% | +37.8% | +51.1% |
| All | +10.9% | +71.5% | -60.6% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling