+337.5%
AMD vs AXTI
+524.5%
-187.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.7% | -5.0% | +3.0% |
| 7D | +2.6% | +5.1% | -2.6% | +1.6% |
| 30D | -0.9% | -10.2% | +9.2% | -0.4% |
| 3M | -8.7% | -41.8% | +33.1% | -4.2% |
| 6M | +136.3% | +57.5% | +78.8% | +98.5% |
| YTD | +123.0% | +277.0% | -154.0% | +53.4% |
| 1Y | +195.2% | +1,982.4% | -1,787.3% | +43.0% |
| 3Y | +336.3% | +2,234.8% | -1,898.5% | +68.6% |
| All | +337.5% | +524.5% | -187.0% | +172.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling