+356.3%
AXTI vs KEY
+13.1%
+343.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -4.2% |
| 7D | +7.6% | +2.9% | +4.7% | +6.1% |
| 30D | -32.1% | +8.4% | -40.5% | -34.9% |
| 3M | -46.0% | -5.8% | -40.2% | -44.3% |
| 6M | -65.7% | +5.4% | -71.1% | -67.0% |
| YTD | +155.9% | +7.1% | +148.8% | +144.6% |
| 1Y | +300.8% | +26.8% | +274.0% | +249.8% |
| 3Y | +1,981.6% | +128.7% | +1,852.9% | +1,314.6% |
| All | +356.3% | +13.1% | +343.1% | +335.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling