+1,315.3%
AMAT vs AXTI
+803.4%
+511.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +10.4% | +1.0% | +9.2% |
| 7D | -1.1% | -11.0% | +9.9% | +1.3% |
| 30D | -26.9% | -37.3% | +10.4% | -20.1% |
| 3M | -31.2% | -51.6% | +20.4% | -22.1% |
| 6M | -14.7% | -63.1% | +48.4% | -3.3% |
| YTD | +44.7% | +162.4% | -117.7% | -0.3% |
| 1Y | +62.0% | +353.6% | -291.6% | -2.1% |
| 3Y | +165.0% | +1,972.9% | -1,808.0% | -11.1% |
| 5Y | +147.1% | +370.0% | -222.9% | +19.3% |
| 10Y | +1,315.3% | +749.7% | +565.6% | +379.6% |
| All | +1,315.3% | +803.4% | +511.9% | +379.6% |
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