+1,472.1%
AXTI vs MCK
+442.8%
+1,029.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -2.9% | +8.0% | +5.4% |
| 30D | -17.5% | +0.4% | -17.9% | -17.6% |
| 3M | -26.7% | +12.1% | -38.8% | -28.8% |
| 6M | +36.8% | -5.4% | +42.2% | +37.3% |
| YTD | +296.1% | +7.8% | +288.4% | +289.7% |
| 1Y | +1,810.6% | +22.9% | +1,787.7% | +1,729.0% |
| 3Y | +2,587.6% | +110.7% | +2,476.8% | +2,139.5% |
| 5Y | +601.7% | +346.2% | +255.6% | +367.7% |
| All | +1,472.1% | +442.8% | +1,029.3% | +789.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 10y: compounded portfolio wealth divided by compounded MCK 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…
10y analysis · Full analysis span regression · 6 months rolling