+743.4%
AXTI vs MRK
+128.0%
+615.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | +5.1% | -4.3% | +9.3% | +5.0% |
| 30D | -17.5% | +8.3% | -25.7% | -17.4% |
| 3M | -26.7% | +20.0% | -46.7% | -27.4% |
| 6M | +36.8% | +25.7% | +11.1% | +34.7% |
| YTD | +296.1% | +38.7% | +257.4% | +287.0% |
| 1Y | +1,810.6% | +74.7% | +1,735.9% | +1,746.1% |
| 3Y | +2,587.6% | +45.4% | +2,542.2% | +2,463.5% |
| All | +743.4% | +128.0% | +615.3% | +778.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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