+270.0%
AXTI vs MOS
+2.1%
+267.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.0% | -9.4% | -8.7% |
| 7D | -23.4% | +24.8% | -48.2% | -29.2% |
| 30D | -42.6% | +22.7% | -65.3% | -46.8% |
| 3M | -46.7% | -1.2% | -45.5% | -47.7% |
| 6M | -66.2% | +5.5% | -71.8% | -67.9% |
| YTD | +140.4% | -2.0% | +142.4% | +130.3% |
| 1Y | +276.5% | -7.9% | +284.5% | +267.1% |
| 3Y | +1,885.4% | -25.0% | +1,910.3% | +1,938.9% |
| 5Y | +350.3% | -27.7% | +378.0% | +344.3% |
| 10Y | +702.2% | -1.6% | +703.8% | +553.8% |
| All | +270.0% | +2.1% | +267.8% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling