+153.3%
AMAT vs AXTI
+2,013.1%
-1,859.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.2% | -2.1% |
| 7D | +11.4% | +7.6% | +3.7% | +9.9% |
| 30D | -17.0% | -32.1% | +15.0% | -12.4% |
| 3M | -30.6% | -46.0% | +15.4% | -25.1% |
| 6M | -14.9% | -65.7% | +50.7% | -6.7% |
| YTD | +44.7% | +155.9% | -111.2% | +19.0% |
| 1Y | +66.9% | +300.8% | -233.9% | +29.1% |
| 3Y | +153.3% | +1,981.6% | -1,828.3% | +58.1% |
| All | +153.3% | +2,013.1% | -1,859.8% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling