+342.1%
AXTI vs MOS
+1.3%
+340.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.8% | +20.3% | +19.7% |
| 7D | -1.2% | +5.5% | -6.7% | -3.0% |
| 30D | -24.2% | +21.0% | -45.2% | -29.6% |
| 3M | -36.3% | -0.5% | -35.9% | -37.6% |
| 6M | -62.7% | +6.6% | -69.3% | -64.6% |
| YTD | +187.3% | -2.8% | +190.0% | +175.7% |
| 1Y | +344.8% | -8.1% | +352.9% | +333.6% |
| 3Y | +2,272.2% | -25.6% | +2,297.8% | +2,341.1% |
| 5Y | +419.6% | -29.8% | +449.3% | +416.8% |
| 10Y | +888.8% | +0.6% | +888.3% | +700.9% |
| All | +342.1% | +1.3% | +340.8% | +103.5% |
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