+377.9%
AXTI vs ILMN
-44.2%
+422.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.6% | -5.7% | -6.7% |
| 7D | +18.6% | +0.7% | +17.8% | +18.5% |
| 30D | -32.6% | -22.7% | -9.9% | -25.1% |
| 3M | -44.5% | +8.6% | -53.1% | -45.6% |
| 6M | -64.6% | +43.8% | -108.4% | -69.0% |
| YTD | +166.3% | +59.8% | +106.5% | +120.7% |
| 1Y | +296.5% | +71.8% | +224.7% | +220.4% |
| 3Y | +2,099.0% | +119.0% | +1,980.0% | +1,493.4% |
| 5Y | +377.9% | -43.8% | +421.8% | +435.0% |
| All | +377.9% | -44.2% | +422.2% | +435.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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