+743.4%
AXTI vs KEYS
+87.1%
+656.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.0% | -3.9% | -4.4% |
| 7D | +5.1% | +3.5% | +1.6% | +1.2% |
| 30D | -17.5% | -4.5% | -13.0% | -11.5% |
| 3M | -26.7% | -0.4% | -26.3% | -22.1% |
| 6M | +36.8% | +19.1% | +17.6% | +23.3% |
| YTD | +296.1% | +66.7% | +229.5% | +166.2% |
| 1Y | +1,810.6% | +96.5% | +1,714.2% | +1,014.2% |
| 3Y | +2,587.6% | +155.2% | +2,432.4% | +1,193.2% |
| All | +743.4% | +87.1% | +656.3% | +394.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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