+127.8%
AAPL vs AXTI
+614.9%
-487.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +3.8% | +5.1% | -1.2% | +3.5% |
| 30D | +9.9% | -17.5% | +27.4% | +10.5% |
| 3M | +12.5% | -26.7% | +39.2% | +12.5% |
| 6M | +27.6% | +36.8% | -9.1% | +19.7% |
| YTD | +22.6% | +296.1% | -273.6% | +4.0% |
| 1Y | +45.0% | +1,810.6% | -1,765.6% | +6.2% |
| 3Y | +87.8% | +2,587.6% | -2,499.8% | +19.3% |
| All | +127.8% | +614.9% | -487.1% | +77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling