+1,982.4%
AXTI vs MDLZ
+3.3%
+1,979.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +9.2% |
| 7D | +5.1% | -1.7% | +6.9% | +2.0% |
| 30D | -10.2% | -2.1% | -8.1% | -12.8% |
| 3M | -41.8% | +1.3% | -43.2% | -35.9% |
| 6M | +57.5% | +6.2% | +51.3% | +79.2% |
| YTD | +277.0% | +15.8% | +261.2% | +375.3% |
| 1Y | +1,982.4% | +4.1% | +1,978.3% | +2,246.9% |
| All | +1,982.4% | +3.3% | +1,979.2% | +2,246.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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