+155.8%
KRE vs AXON
+6,196.3%
-6,040.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.5% |
| 7D | +1.3% | -14.2% | +15.5% | +4.7% |
| 30D | -2.7% | -15.4% | +12.7% | +0.2% |
| 3M | +8.2% | +0.5% | +7.7% | +6.1% |
| 6M | +12.8% | -9.5% | +22.3% | +12.0% |
| YTD | +17.5% | -9.2% | +26.7% | +15.3% |
| 1Y | +16.6% | -29.4% | +46.0% | +20.7% |
| 3Y | +79.5% | +139.4% | -59.9% | +30.4% |
| 5Y | +32.4% | +178.9% | -146.5% | -11.5% |
| 10Y | +124.1% | +1,840.8% | -1,716.7% | -22.0% |
| All | +155.8% | +6,196.3% | -6,040.6% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling