+652.8%
AXTI vs MP
+61.8%
+591.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.5% | +11.3% | +12.4% |
| 7D | +24.0% | +3.0% | +20.9% | +23.0% |
| 30D | -21.5% | +8.3% | -29.8% | -23.6% |
| 3M | -23.4% | -3.8% | -19.5% | -21.8% |
| 6M | +114.9% | -4.9% | +119.8% | +121.7% |
| YTD | +325.4% | +9.6% | +315.8% | +320.9% |
| 1Y | +2,136.7% | -11.7% | +2,148.4% | +2,172.8% |
| 3Y | +2,835.0% | +158.5% | +2,676.5% | +1,805.0% |
| 5Y | +652.8% | +68.9% | +583.9% | +460.6% |
| All | +652.8% | +61.8% | +591.0% | +460.6% |
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