+1,504.8%
ASML vs AXTI
+803.4%
+701.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.4% | -4.2% | +4.5% |
| 7D | -0.8% | -11.0% | +10.1% | +0.8% |
| 30D | -14.9% | -37.3% | +22.4% | -9.0% |
| 3M | -13.0% | -51.6% | +38.6% | -4.5% |
| 6M | -4.7% | -63.1% | +58.4% | +4.1% |
| YTD | +42.3% | +162.4% | -120.1% | +1.3% |
| 1Y | +49.7% | +353.6% | -303.9% | -4.7% |
| 3Y | +144.3% | +1,972.9% | -1,828.7% | -6.2% |
| 5Y | +86.4% | +370.0% | -283.6% | -2.4% |
| 10Y | +1,504.8% | +749.7% | +755.1% | +541.1% |
| All | +1,504.8% | +803.4% | +701.5% | +541.1% |
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