+480.1%
AXTI vs KEY
+57.6%
+422.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.3% | +9.4% | +9.6% |
| 7D | +5.1% | +2.2% | +2.9% | +4.4% |
| 30D | -10.2% | -3.0% | -7.1% | -9.2% |
| 3M | -41.8% | +3.3% | -45.2% | -42.5% |
| 6M | +57.5% | +9.2% | +48.3% | +52.9% |
| YTD | +277.0% | +10.6% | +266.4% | +265.3% |
| 1Y | +1,982.4% | +20.4% | +1,962.0% | +1,872.2% |
| 3Y | +2,234.8% | +121.8% | +2,113.0% | +1,763.3% |
| 5Y | +528.3% | +41.1% | +487.2% | +452.7% |
| 10Y | +1,310.5% | +168.5% | +1,142.0% | +920.5% |
| All | +480.1% | +57.6% | +422.6% | +249.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling