+1,582.8%
ASML vs AXTI
+878.5%
+704.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +19.5% | -17.7% | -1.4% |
| 7D | +2.5% | -1.2% | +3.7% | +2.2% |
| 30D | -12.2% | -24.2% | +12.0% | -9.2% |
| 3M | -14.6% | -36.3% | +21.7% | -10.4% |
| 6M | -1.7% | -62.7% | +60.9% | +6.8% |
| YTD | +44.3% | +187.3% | -143.0% | +0.9% |
| 1Y | +51.0% | +344.8% | -293.8% | -3.6% |
| 3Y | +137.6% | +2,272.2% | -2,134.6% | -11.2% |
| 5Y | +92.7% | +419.6% | -326.8% | -1.0% |
| 10Y | +1,582.8% | +888.8% | +694.0% | +563.6% |
| All | +1,582.8% | +878.5% | +704.3% | +563.6% |
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