+1,358.3%
AXTI vs KDP
+1,130.5%
+227.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.1% | +13.0% | +12.9% |
| 7D | +24.0% | +2.1% | +21.9% | +23.3% |
| 30D | -21.5% | +8.5% | -29.9% | -23.3% |
| 3M | -23.4% | +6.6% | -30.0% | -25.8% |
| 6M | +114.9% | +17.1% | +97.8% | +101.4% |
| YTD | +325.4% | +19.0% | +306.4% | +297.7% |
| 1Y | +2,136.7% | +21.8% | +2,114.9% | +1,964.6% |
| 3Y | +2,835.0% | +6.4% | +2,828.6% | +2,645.8% |
| 5Y | +652.8% | +5.1% | +647.7% | +606.5% |
| 10Y | +1,513.9% | +175.8% | +1,338.1% | +973.2% |
| All | +1,358.3% | +1,130.5% | +227.8% | +440.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling