+762.7%
AXTI vs MS
+549.7%
+212.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.5% |
| 7D | +7.6% | +5.1% | +2.5% | +3.8% |
| 30D | -32.1% | +5.7% | -37.7% | -34.0% |
| 3M | -46.0% | -12.2% | -33.8% | -39.2% |
| 6M | -65.7% | -0.5% | -65.2% | -64.3% |
| YTD | +155.9% | +9.8% | +146.1% | +148.5% |
| 1Y | +300.8% | +17.7% | +283.0% | +271.5% |
| 3Y | +1,981.6% | +176.8% | +1,804.8% | +984.4% |
| 5Y | +359.3% | +123.7% | +235.6% | +172.0% |
| All | +762.7% | +549.7% | +212.9% | +201.7% |
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