+146.7%
KRE vs AXON
+3,721.7%
-3,575.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -18.2% | +18.0% | +4.0% |
| 7D | +0.3% | -26.8% | +27.1% | +7.0% |
| 30D | +4.8% | -22.9% | +27.7% | +10.4% |
| 3M | -5.1% | -40.1% | +35.0% | +4.9% |
| 6M | +3.3% | -18.9% | +22.2% | +4.6% |
| YTD | +13.3% | -44.9% | +58.2% | +23.4% |
| 1Y | +22.9% | -46.7% | +69.6% | +34.7% |
| 3Y | +82.1% | +44.3% | +37.8% | +47.2% |
| 5Y | +11.0% | +71.4% | -60.3% | -17.8% |
| 10Y | +115.7% | +1,324.0% | -1,208.3% | -20.5% |
| All | +146.7% | +3,721.7% | -3,575.0% | -55.0% |
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