+293.8%
AXTI vs KEY
+52.4%
+241.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -4.1% |
| 7D | +7.6% | +2.9% | +4.7% | +6.8% |
| 30D | -32.1% | +8.4% | -40.5% | -33.7% |
| 3M | -46.0% | -5.8% | -40.2% | -45.0% |
| 6M | -65.7% | +5.4% | -71.1% | -66.4% |
| YTD | +155.9% | +7.1% | +148.8% | +150.1% |
| 1Y | +300.8% | +26.8% | +274.0% | +272.2% |
| 3Y | +1,981.6% | +128.7% | +1,852.9% | +1,549.5% |
| 5Y | +359.3% | +13.6% | +345.6% | +329.9% |
| 10Y | +780.8% | +99.7% | +681.2% | +583.8% |
| All | +293.8% | +52.4% | +241.3% | +138.9% |
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 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