+1,560.5%
AXTI vs MS
+792.2%
+768.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +21.0% | +1.7% | +19.3% | +19.3% |
| 30D | -6.6% | 0.0% | -6.6% | -6.6% |
| 3M | -12.1% | +3.0% | -15.0% | -12.5% |
| 6M | +78.7% | +35.7% | +43.0% | +43.9% |
| YTD | +321.5% | +23.3% | +298.2% | +268.1% |
| 1Y | +2,166.8% | +44.7% | +2,122.1% | +1,693.8% |
| 3Y | +2,807.6% | +178.0% | +2,629.6% | +1,373.1% |
| 5Y | +651.5% | +143.2% | +508.3% | +310.2% |
| 10Y | +1,560.5% | +803.2% | +757.3% | +379.1% |
| All | +1,560.5% | +792.2% | +768.3% | +379.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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