+509.6%
AXTI vs MRK
+567.4%
-57.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +5.1% | -4.3% | +9.3% | +6.2% |
| 30D | -17.5% | +8.3% | -25.7% | -19.7% |
| 3M | -26.7% | +20.0% | -46.7% | -31.3% |
| 6M | +36.8% | +25.7% | +11.1% | +26.7% |
| YTD | +296.1% | +38.7% | +257.4% | +257.8% |
| 1Y | +1,810.6% | +74.7% | +1,735.9% | +1,512.4% |
| 3Y | +2,587.6% | +45.4% | +2,542.2% | +2,251.4% |
| 5Y | +601.7% | +129.0% | +472.7% | +426.2% |
| 10Y | +1,460.7% | +228.0% | +1,232.7% | +959.9% |
| All | +509.6% | +567.4% | -57.8% | +225.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling