+1,472.1%
AXTI vs MO
+114.7%
+1,357.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +5.1% | +0.1% | +4.9% | +5.1% |
| 30D | -17.5% | +7.1% | -24.6% | -17.8% |
| 3M | -26.7% | -2.0% | -24.7% | -27.3% |
| 6M | +36.8% | +7.3% | +29.5% | +33.9% |
| YTD | +296.1% | +23.5% | +272.7% | +279.5% |
| 1Y | +1,810.6% | +11.0% | +1,799.6% | +1,753.7% |
| 3Y | +2,587.6% | +95.0% | +2,492.6% | +2,104.4% |
| 5Y | +601.7% | +100.6% | +501.1% | +462.9% |
| All | +1,472.1% | +114.7% | +1,357.4% | +1,092.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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