+509.6%
AXTI vs AZN
+878.5%
-368.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +5.1% | -1.6% | +6.6% | +5.4% |
| 30D | -17.5% | +1.1% | -18.5% | -18.0% |
| 3M | -26.7% | -12.1% | -14.6% | -25.3% |
| 6M | +36.8% | -17.1% | +53.9% | +41.2% |
| YTD | +296.1% | -12.0% | +308.1% | +300.4% |
| 1Y | +1,810.6% | -0.2% | +1,810.8% | +1,752.5% |
| 3Y | +2,587.6% | +26.8% | +2,560.8% | +2,297.5% |
| 5Y | +601.7% | +56.9% | +544.8% | +476.8% |
| 10Y | +1,460.7% | +226.7% | +1,234.0% | +913.0% |
| All | +509.6% | +878.5% | -368.9% | +164.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling