+2,770.9%
AVGO vs AXTI
+1,483.6%
+1,287.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.1% | +5.1% | -3.9% | +0.3% |
| 30D | -13.0% | -17.5% | +4.5% | -11.2% |
| 3M | -6.0% | -26.7% | +20.7% | -5.9% |
| 6M | +6.4% | +36.8% | -30.4% | -8.9% |
| YTD | +5.0% | +296.1% | -291.2% | -28.6% |
| 1Y | +1.4% | +1,810.6% | -1,809.2% | -49.3% |
| 3Y | +336.8% | +2,587.6% | -2,250.7% | +75.2% |
| 5Y | +698.2% | +601.7% | +96.5% | +299.9% |
| All | +2,770.9% | +1,483.6% | +1,287.3% | +937.9% |
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