+174.6%
ARM vs AXTI
+1,554.5%
-1,379.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.9% | -1.1% | +3.7% |
| 7D | -15.2% | -29.4% | +14.2% | -9.9% |
| 30D | -40.7% | -51.3% | +10.6% | -33.0% |
| 3M | -39.1% | -48.3% | +9.2% | -32.6% |
| 6M | -26.4% | -62.9% | +36.5% | -17.7% |
| YTD | +59.7% | +137.8% | -78.1% | +23.9% |
| 1Y | +10.3% | +338.3% | -328.0% | -24.2% |
| 3Y | +228.9% | +1,590.4% | -1,361.6% | +54.7% |
| All | +174.6% | +1,554.5% | -1,379.9% | +34.0% |
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 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