+508.9%
AXTI vs MKC
+990.8%
-481.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -6.0% |
| 7D | +15.1% | -2.8% | +17.9% | +15.7% |
| 30D | -12.3% | -3.4% | -8.9% | -12.1% |
| 3M | -24.1% | +3.8% | -27.9% | -25.6% |
| 6M | +46.0% | -17.9% | +64.0% | +49.6% |
| YTD | +295.7% | -23.6% | +319.3% | +311.7% |
| 1Y | +1,825.6% | -23.1% | +1,848.7% | +1,888.0% |
| 3Y | +2,630.0% | -31.5% | +2,661.5% | +2,752.8% |
| 5Y | +601.0% | -33.1% | +634.1% | +622.3% |
| 10Y | +1,459.0% | +29.3% | +1,429.7% | +1,170.0% |
| All | +508.9% | +990.8% | -481.9% | +185.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling