+651.5%
AXTI vs KDP
+3.6%
+647.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -1.1% |
| 7D | +21.0% | -1.6% | +22.6% | +20.8% |
| 30D | -6.6% | +9.5% | -16.1% | -5.7% |
| 3M | -12.1% | +2.6% | -14.7% | -11.6% |
| 6M | +78.7% | +15.6% | +63.1% | +77.8% |
| YTD | +321.5% | +17.3% | +304.1% | +319.5% |
| 1Y | +2,166.8% | +20.1% | +2,146.7% | +2,151.1% |
| 3Y | +2,807.6% | +4.9% | +2,802.7% | +2,790.8% |
| 5Y | +651.5% | +5.0% | +646.5% | +725.3% |
| All | +651.5% | +3.6% | +647.8% | +725.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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