+2,587.6%
AXTI vs AZN
+28.0%
+2,559.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +5.1% | -1.6% | +6.6% | +5.1% |
| 30D | -17.5% | +1.1% | -18.5% | -17.5% |
| 3M | -26.7% | -12.1% | -14.6% | -26.2% |
| 6M | +36.8% | -17.1% | +53.9% | +40.3% |
| YTD | +296.1% | -12.0% | +308.1% | +292.0% |
| 1Y | +1,810.6% | -0.2% | +1,810.8% | +1,675.5% |
| 3Y | +2,587.6% | +26.8% | +2,560.8% | +1,946.5% |
| All | +2,587.6% | +28.0% | +2,559.5% | +1,946.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 3y: compounded portfolio wealth divided by compounded AZN 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…
3y analysis · Full analysis span regression · 6 months rolling