+1,472.1%
AXTI vs MOH
+264.4%
+1,207.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.1% |
| 7D | +5.1% | +1.7% | +3.4% | +4.8% |
| 30D | -17.5% | -0.9% | -16.6% | -17.5% |
| 3M | -26.7% | +5.7% | -32.4% | -27.4% |
| 6M | +36.8% | +39.1% | -2.4% | +29.8% |
| YTD | +296.1% | +17.7% | +278.5% | +278.8% |
| 1Y | +1,810.6% | +8.4% | +1,802.2% | +1,744.7% |
| 3Y | +2,587.6% | -36.6% | +2,624.1% | +2,653.7% |
| 5Y | +601.7% | -19.1% | +620.8% | +566.0% |
| All | +1,472.1% | +264.4% | +1,207.7% | +1,125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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