+4,585.4%
ADBE vs AXTI
+556.3%
+4,029.1%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | -8.9% | +21.0% | -29.9% | -11.0% |
| 30D | -6.6% | -6.6% | 0.0% | -7.0% |
| 3M | +7.1% | -12.1% | +19.2% | +3.2% |
| 6M | -9.8% | +78.7% | -88.5% | -24.1% |
| YTD | -27.2% | +321.5% | -348.6% | -47.1% |
| 1Y | -28.0% | +2,166.8% | -2,194.8% | -59.3% |
| 3Y | -54.5% | +2,807.6% | -2,862.1% | -78.4% |
| 5Y | -61.5% | +651.5% | -713.0% | -78.5% |
| 10Y | +156.4% | +1,560.5% | -1,404.0% | +12.0% |
| All | +4,585.4% | +556.3% | +4,029.1% | +1,399.2% |
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 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