+7,297.6%
AMAT vs AXTI
+487.0%
+6,810.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +9.7% | -5.4% | +2.6% |
| 7D | -1.5% | +5.1% | -6.6% | -2.4% |
| 30D | -14.8% | -10.2% | -4.6% | -14.2% |
| 3M | -9.3% | -41.8% | +32.6% | -4.0% |
| 6M | +27.4% | +57.5% | -30.1% | +6.5% |
| YTD | +77.6% | +277.0% | -199.4% | +21.7% |
| 1Y | +188.9% | +1,982.4% | -1,793.5% | +40.9% |
| 3Y | +202.3% | +2,234.8% | -2,032.6% | +22.2% |
| 5Y | +248.9% | +528.3% | -279.4% | +74.0% |
| 10Y | +1,585.2% | +1,310.5% | +274.7% | +545.2% |
| All | +7,297.6% | +487.0% | +6,810.6% | +1,890.7% |
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