+45.2%
AMZN vs AXTI
+598.0%
-552.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +0.3% |
| 7D | -2.7% | +15.1% | -17.8% | -4.0% |
| 30D | -7.5% | -12.3% | +4.8% | -7.1% |
| 3M | +5.8% | -24.1% | +30.0% | +5.1% |
| 6M | +17.5% | +46.0% | -28.5% | +6.1% |
| YTD | +9.1% | +295.7% | -286.6% | -14.0% |
| 1Y | +9.4% | +1,825.6% | -1,816.2% | -29.5% |
| 3Y | +82.2% | +2,630.0% | -2,547.7% | -3.9% |
| 5Y | +45.2% | +601.0% | -555.8% | +2.4% |
| All | +45.2% | +598.0% | -552.7% | +2.4% |
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