+727.6%
AXTI vs MS
+565.0%
+162.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.6% | -8.6% |
| 7D | -23.4% | +0.8% | -24.2% | -23.3% |
| 30D | -42.6% | -0.7% | -41.9% | -41.6% |
| 3M | -46.7% | -12.4% | -34.4% | -40.0% |
| 6M | -66.2% | -1.7% | -64.5% | -64.6% |
| YTD | +140.4% | +8.0% | +132.4% | +136.1% |
| 1Y | +276.5% | +16.2% | +260.3% | +252.3% |
| 3Y | +1,885.4% | +171.3% | +1,714.1% | +948.1% |
| 5Y | +350.3% | +124.8% | +225.5% | +166.0% |
| All | +727.6% | +565.0% | +162.5% | +195.9% |
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