+356.3%
AXTI vs KDP
+16.7%
+339.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -3.4% |
| 7D | +7.6% | -0.8% | +8.4% | +7.5% |
| 30D | -32.1% | +9.7% | -41.8% | -30.5% |
| 3M | -46.0% | +17.6% | -63.6% | -44.1% |
| 6M | -65.7% | +25.8% | -91.5% | -64.8% |
| YTD | +155.9% | +33.9% | +122.0% | +161.0% |
| 1Y | +300.8% | +38.9% | +261.9% | +308.6% |
| 3Y | +1,981.6% | +26.8% | +1,954.8% | +1,938.9% |
| All | +356.3% | +16.7% | +339.6% | +386.9% |
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