+75.5%
ASML vs AXTI
+318.1%
-242.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.9% | -0.9% | +4.2% |
| 7D | -9.0% | -29.4% | +20.4% | -4.8% |
| 30D | -21.0% | -51.3% | +30.3% | -13.4% |
| 3M | -16.3% | -48.3% | +32.0% | -10.3% |
| 6M | -7.5% | -62.9% | +55.4% | -0.3% |
| YTD | +34.0% | +137.8% | -103.8% | +2.9% |
| 1Y | +39.3% | +338.3% | -299.1% | -3.7% |
| 3Y | +128.9% | +1,590.4% | -1,461.6% | +5.3% |
| All | +75.5% | +318.1% | -242.6% | +27.8% |
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