+743.4%
AXTI vs KEEL
-34.6%
+778.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | -0.9% |
| 7D | +5.1% | +2.9% | +2.2% | +4.4% |
| 30D | -17.5% | +0.8% | -18.3% | -17.2% |
| 3M | -26.7% | -35.3% | +8.6% | -16.7% |
| 6M | +36.8% | +59.4% | -22.6% | +25.4% |
| YTD | +296.1% | +51.9% | +244.2% | +261.1% |
| 1Y | +1,810.6% | +75.0% | +1,735.6% | +1,527.6% |
| 3Y | +2,587.6% | +224.5% | +2,363.0% | +1,708.7% |
| All | +743.4% | -34.6% | +778.0% | +624.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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