+1,560.5%
AXTI vs KEY
+167.1%
+1,393.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.8% |
| 7D | +21.0% | -0.3% | +21.3% | +21.1% |
| 30D | -6.6% | -3.3% | -3.4% | -5.0% |
| 3M | -12.1% | -0.7% | -11.3% | -12.0% |
| 6M | +78.7% | +12.5% | +66.2% | +66.6% |
| YTD | +321.5% | +8.4% | +313.1% | +302.6% |
| 1Y | +2,166.8% | +18.4% | +2,148.3% | +1,978.4% |
| 3Y | +2,807.6% | +123.3% | +2,684.3% | +1,871.4% |
| 5Y | +651.5% | +38.8% | +612.7% | +502.0% |
| 10Y | +1,560.5% | +169.3% | +1,391.2% | +987.0% |
| All | +1,560.5% | +167.1% | +1,393.4% | +987.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 10y: compounded portfolio wealth divided by compounded KEY 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…
10y analysis · Full analysis span regression · 6 months rolling