+23.0%
ASML vs AXTI
+37.0%
-14.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.7% | -5.5% | +3.1% |
| 7D | +1.1% | +5.1% | -4.0% | +0.5% |
| 30D | +2.2% | -10.2% | +12.3% | +2.7% |
| 3M | -2.3% | -41.8% | +39.5% | -0.4% |
| 6M | +23.0% | +57.5% | -34.6% | +6.1% |
| All | +23.0% | +37.0% | -14.1% | +6.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling