+509.6%
AXTI vs MKC
+995.5%
-485.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +5.1% | -1.5% | +6.5% | +5.3% |
| 30D | -17.5% | -3.1% | -14.3% | -17.3% |
| 3M | -26.7% | +5.2% | -31.9% | -28.3% |
| 6M | +36.8% | -12.8% | +49.6% | +38.5% |
| YTD | +296.1% | -23.3% | +319.4% | +311.8% |
| 1Y | +1,810.6% | -24.1% | +1,834.7% | +1,879.4% |
| 3Y | +2,587.6% | -32.1% | +2,619.7% | +2,715.7% |
| 5Y | +601.7% | -32.8% | +634.5% | +622.6% |
| 10Y | +1,460.7% | +29.9% | +1,430.9% | +1,170.4% |
| All | +509.6% | +995.5% | -485.9% | +185.8% |
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