+1,472.1%
AXTI vs GILD
+163.6%
+1,308.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +5.1% | -4.8% | +9.9% | +6.0% |
| 30D | -17.5% | +5.8% | -23.2% | -18.7% |
| 3M | -26.7% | +14.9% | -41.6% | -29.8% |
| 6M | +36.8% | -0.4% | +37.1% | +35.8% |
| YTD | +296.1% | +18.5% | +277.6% | +278.7% |
| 1Y | +1,810.6% | +25.1% | +1,785.5% | +1,694.3% |
| 3Y | +2,587.6% | +105.9% | +2,481.7% | +2,127.3% |
| 5Y | +601.7% | +143.0% | +458.8% | +450.5% |
| All | +1,472.1% | +163.6% | +1,308.5% | +1,066.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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