+325.8%
AXTI vs MP
-13.8%
+339.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.9% | +0.9% | +4.3% |
| 7D | -29.4% | -10.5% | -18.9% | -26.3% |
| 30D | -51.3% | -23.5% | -27.7% | -46.5% |
| 3M | -48.3% | -25.4% | -22.8% | -42.8% |
| 6M | -62.9% | -51.3% | -11.7% | -53.1% |
| YTD | +137.8% | -29.9% | +167.7% | +172.6% |
| 1Y | +338.3% | -31.8% | +370.2% | +406.1% |
| 3Y | +1,590.4% | +127.0% | +1,463.4% | +1,026.7% |
| All | +325.8% | -13.8% | +339.6% | +275.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling