+1,982.4%
AXTI vs MCO
+0.4%
+1,982.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.1% | +11.8% | +8.6% |
| 7D | +5.1% | -4.2% | +9.3% | +2.9% |
| 30D | -10.2% | +2.2% | -12.4% | -8.7% |
| 3M | -41.8% | +10.1% | -52.0% | -40.0% |
| 6M | +57.5% | +5.3% | +52.3% | +66.5% |
| YTD | +277.0% | -2.7% | +279.7% | +315.2% |
| 1Y | +1,982.4% | -0.4% | +1,982.8% | +2,217.7% |
| All | +1,982.4% | +0.4% | +1,982.1% | +2,217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 1y: compounded portfolio wealth divided by compounded MCO 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…
1y analysis · Full analysis span regression · 6 months rolling