+1,981.6%
AXTI vs KEY
+127.6%
+1,854.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -4.3% |
| 7D | +7.6% | +2.9% | +4.7% | +5.6% |
| 30D | -32.1% | +8.4% | -40.5% | -35.7% |
| 3M | -46.0% | -5.8% | -40.2% | -43.7% |
| 6M | -65.7% | +5.4% | -71.1% | -67.6% |
| YTD | +155.9% | +7.1% | +148.8% | +139.3% |
| 1Y | +300.8% | +26.8% | +274.0% | +230.6% |
| 3Y | +1,981.6% | +128.7% | +1,852.9% | +1,179.2% |
| All | +1,981.6% | +127.6% | +1,854.0% | +1,179.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling