+565.7%
AMZN vs AXTI
+1,483.6%
-917.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -0.7% | +5.1% | -5.7% | -1.2% |
| 30D | -3.9% | -17.5% | +13.5% | -2.9% |
| 3M | +6.3% | -26.7% | +33.0% | +6.0% |
| 6M | +20.8% | +36.8% | -16.0% | +9.4% |
| YTD | +11.2% | +296.1% | -284.9% | -12.6% |
| 1Y | +11.7% | +1,810.6% | -1,799.0% | -27.7% |
| 3Y | +79.4% | +2,587.6% | -2,508.1% | -1.1% |
| 5Y | +48.0% | +601.7% | -553.7% | -4.7% |
| All | +565.7% | +1,483.6% | -917.9% | +257.0% |
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