+2,587.6%
AXTI vs MCO
+42.6%
+2,544.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.2% |
| 7D | +5.1% | -3.8% | +8.8% | +5.9% |
| 30D | -17.5% | -0.4% | -17.1% | -18.0% |
| 3M | -26.7% | +7.7% | -34.4% | -30.9% |
| 6M | +36.8% | +7.0% | +29.8% | +27.8% |
| YTD | +296.1% | -6.4% | +302.6% | +300.2% |
| 1Y | +1,810.6% | -7.6% | +1,818.3% | +1,838.4% |
| 3Y | +2,587.6% | +43.2% | +2,544.3% | +1,915.8% |
| All | +2,587.6% | +42.6% | +2,544.9% | +1,915.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling