+797.7%
AXTI vs MOS
-4.2%
+801.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.6% | -2.7% | -5.8% |
| 7D | +18.6% | -2.6% | +21.1% | +19.7% |
| 30D | -32.6% | +13.5% | -46.1% | -36.7% |
| 3M | -44.5% | -2.9% | -41.6% | -45.2% |
| 6M | -64.6% | -1.0% | -63.6% | -65.8% |
| YTD | +166.3% | -7.2% | +173.5% | +157.1% |
| 1Y | +296.5% | -11.4% | +307.9% | +288.9% |
| 3Y | +2,099.0% | -29.0% | +2,128.0% | +2,205.6% |
| 5Y | +377.9% | -34.0% | +411.9% | +371.4% |
| All | +797.7% | -4.2% | +801.9% | +524.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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