+33.9%
AAPL vs AXTI
+1,914.4%
-1,880.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +9.7% | -12.2% | -2.5% |
| 7D | +0.1% | +5.1% | -5.0% | +0.1% |
| 30D | +3.0% | -10.2% | +13.1% | +2.9% |
| 3M | +2.9% | -41.8% | +44.7% | +4.4% |
| 6M | +22.1% | +57.5% | -35.4% | +18.1% |
| YTD | +18.0% | +277.0% | -259.0% | +9.0% |
| 1Y | +33.9% | +1,982.4% | -1,948.5% | +4.1% |
| All | +33.9% | +1,914.4% | -1,880.4% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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