+146,358.8%
AAPL vs AXTI
+562.5%
+145,796.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +12.8% | -14.0% | -2.4% |
| 7D | -2.7% | +24.0% | -26.7% | -4.9% |
| 30D | +1.0% | -21.5% | +22.5% | +2.4% |
| 3M | +5.0% | -23.4% | +28.3% | +3.5% |
| 6M | +23.0% | +114.9% | -91.8% | +4.7% |
| YTD | +16.6% | +325.4% | -308.8% | -10.4% |
| 1Y | +33.4% | +2,136.7% | -2,103.2% | -16.6% |
| 3Y | +79.9% | +2,835.0% | -2,755.1% | -2.8% |
| 5Y | +109.0% | +652.8% | -543.8% | +28.8% |
| 10Y | +1,210.4% | +1,513.9% | -303.5% | +564.3% |
| All | +146,358.8% | +562.5% | +145,796.3% | +61,533.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling