+1,472.1%
AXTI vs MKSI
+524.1%
+948.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -1.4% |
| 7D | +5.1% | +2.7% | +2.4% | +3.3% |
| 30D | -17.5% | -12.8% | -4.7% | -7.1% |
| 3M | -26.7% | -22.5% | -4.2% | -7.2% |
| 6M | +36.8% | +19.4% | +17.4% | +30.4% |
| YTD | +296.1% | +67.7% | +228.4% | +207.1% |
| 1Y | +1,810.6% | +131.4% | +1,679.2% | +1,116.1% |
| 3Y | +2,587.6% | +197.3% | +2,390.2% | +1,257.4% |
| 5Y | +601.7% | +87.0% | +514.8% | +361.9% |
| All | +1,472.1% | +524.1% | +948.0% | +409.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling