+151.4%
ADBE vs AXTI
+1,483.6%
-1,332.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | -5.4% | +5.1% | -10.4% | -5.7% |
| 30D | -2.5% | -17.5% | +14.9% | -1.9% |
| 3M | +15.3% | -26.7% | +42.0% | +14.6% |
| 6M | -7.8% | +36.8% | -44.6% | -16.4% |
| YTD | -27.9% | +296.1% | -324.1% | -43.3% |
| 1Y | -28.0% | +1,810.6% | -1,838.7% | -53.7% |
| 3Y | -55.3% | +2,587.6% | -2,642.9% | -76.0% |
| 5Y | -61.7% | +601.7% | -663.5% | -75.4% |
| All | +151.4% | +1,483.6% | -1,332.2% | +26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling