+652.8%
AXTI vs KEY
+39.4%
+613.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.8% | +14.6% | +13.8% |
| 7D | +24.0% | +2.7% | +21.2% | +22.0% |
| 30D | -21.5% | -3.2% | -18.3% | -20.0% |
| 3M | -23.4% | +1.0% | -24.3% | -24.2% |
| 6M | +114.9% | +11.9% | +103.0% | +99.9% |
| YTD | +325.4% | +8.7% | +316.7% | +304.6% |
| 1Y | +2,136.7% | +18.5% | +2,118.2% | +1,940.9% |
| 3Y | +2,835.0% | +124.0% | +2,711.1% | +1,935.0% |
| 5Y | +652.8% | +40.8% | +612.0% | +660.9% |
| All | +652.8% | +39.4% | +613.4% | +660.9% |
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