+743.4%
AXTI vs GSK
+47.2%
+696.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -3.5% | +8.6% | +5.3% |
| 30D | -17.5% | -3.4% | -14.0% | -17.4% |
| 3M | -26.7% | -8.1% | -18.6% | -26.4% |
| 6M | +36.8% | -11.1% | +47.9% | +38.3% |
| YTD | +296.1% | +0.7% | +295.4% | +290.8% |
| 1Y | +1,810.6% | +20.1% | +1,790.5% | +1,717.5% |
| 3Y | +2,587.6% | +46.1% | +2,541.4% | +2,363.3% |
| All | +743.4% | +47.2% | +696.2% | +677.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling