+548.6%
AXTI vs GSK
+200.3%
+348.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +21.0% | -3.6% | +24.6% | +22.4% |
| 30D | -6.6% | -5.9% | -0.7% | -5.1% |
| 3M | -12.1% | -4.3% | -7.8% | -12.1% |
| 6M | +78.7% | -10.8% | +89.5% | +82.9% |
| YTD | +321.5% | +1.8% | +319.7% | +309.4% |
| 1Y | +2,166.8% | +23.5% | +2,143.3% | +1,928.8% |
| 3Y | +2,807.6% | +49.5% | +2,758.1% | +2,259.7% |
| 5Y | +651.5% | +49.7% | +601.8% | +495.3% |
| 10Y | +1,560.5% | +81.9% | +1,478.6% | +1,106.4% |
| All | +548.6% | +200.3% | +348.3% | +265.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling