+199.0%
AMD vs AXTI
+318.1%
-119.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.9% | +5.2% | +9.9% |
| 7D | -11.0% | -29.4% | +18.3% | -4.9% |
| 30D | -30.5% | -51.3% | +20.8% | -20.7% |
| 3M | -8.2% | -48.3% | +40.1% | +1.9% |
| 6M | +6.6% | -62.9% | +69.5% | +19.7% |
| YTD | +109.7% | +137.8% | -28.1% | +57.5% |
| 1Y | +88.9% | +338.3% | -249.4% | +25.0% |
| 3Y | +301.8% | +1,590.4% | -1,288.6% | +61.5% |
| All | +199.0% | +318.1% | -119.0% | +128.2% |
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 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