+1,560.5%
AXTI vs MOS
+12.0%
+1,548.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +21.0% | +1.7% | +19.3% | +20.4% |
| 30D | -6.6% | +11.7% | -18.3% | -10.7% |
| 3M | -12.1% | +23.2% | -35.2% | -19.8% |
| 6M | +78.7% | -1.6% | +80.4% | +73.7% |
| YTD | +321.5% | +10.8% | +310.6% | +289.4% |
| 1Y | +2,166.8% | -16.2% | +2,183.0% | +2,236.4% |
| 3Y | +2,807.6% | -24.2% | +2,831.8% | +2,926.0% |
| 5Y | +651.5% | -6.6% | +658.1% | +555.4% |
| 10Y | +1,560.5% | +16.3% | +1,544.2% | +1,054.7% |
| All | +1,560.5% | +12.0% | +1,548.5% | +1,054.7% |
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