+149.8%
KRE vs AXON
+3,594.0%
-3,444.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.3% | -27.4% | +27.7% | +7.2% |
| 30D | +5.9% | -28.5% | +34.4% | +13.5% |
| 3M | -3.3% | -49.3% | +45.9% | +11.2% |
| 6M | +5.8% | -25.0% | +30.9% | +9.4% |
| YTD | +14.7% | -46.7% | +61.5% | +25.8% |
| 1Y | +22.0% | -48.3% | +70.3% | +34.6% |
| 3Y | +91.6% | +38.8% | +52.8% | +56.4% |
| 5Y | +13.0% | +77.7% | -64.7% | -17.2% |
| 10Y | +94.0% | +1,028.0% | -934.1% | -23.8% |
| All | +149.8% | +3,594.0% | -3,444.2% | -54.1% |
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 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