+1,347.7%
AXTI vs MP
+448.5%
+899.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.4% |
| 7D | +21.0% | -0.7% | +21.7% | +21.4% |
| 30D | -6.6% | -0.7% | -6.0% | -6.3% |
| 3M | -12.1% | 0.0% | -12.1% | -11.1% |
| 6M | +78.7% | -10.0% | +88.7% | +87.0% |
| YTD | +321.5% | +7.5% | +314.0% | +319.1% |
| 1Y | +2,166.8% | -14.0% | +2,180.8% | +2,222.6% |
| 3Y | +2,807.6% | +153.5% | +2,654.1% | +1,825.6% |
| 5Y | +651.5% | +62.7% | +588.8% | +437.1% |
| All | +1,347.7% | +448.5% | +899.2% | +841.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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