+84.5%
AAPL vs AXTI
+2,618.5%
-2,533.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.1% | +9.7% | +3.7% |
| 7D | -0.5% | +15.1% | -15.6% | -0.8% |
| 30D | +7.1% | -12.3% | +19.4% | +7.2% |
| 3M | +12.1% | -24.1% | +36.2% | +12.3% |
| 6M | +25.4% | +46.0% | -20.6% | +21.5% |
| YTD | +20.5% | +295.7% | -275.3% | +11.3% |
| 1Y | +44.5% | +1,825.6% | -1,781.1% | +24.5% |
| All | +84.5% | +2,618.5% | -2,533.9% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling