+272.3%
AXTI vs MS
+16.0%
+256.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.6% | -8.8% |
| 7D | -23.4% | +0.8% | -24.2% | -23.2% |
| 30D | -42.6% | -0.7% | -41.9% | -40.8% |
| 3M | -46.7% | -12.4% | -34.4% | -34.0% |
| 6M | -66.2% | -1.7% | -64.5% | -61.8% |
| YTD | +140.4% | +8.0% | +132.4% | +135.1% |
| All | +272.3% | +16.0% | +256.2% | +232.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling