+2,166.8%
AXTI vs MS
+48.4%
+2,118.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.3% |
| 7D | +21.0% | +1.7% | +19.3% | +17.7% |
| 30D | -6.6% | 0.0% | -6.6% | -6.7% |
| 3M | -12.1% | +3.0% | -15.0% | -13.0% |
| 6M | +78.7% | +35.7% | +43.0% | +14.1% |
| YTD | +321.5% | +23.3% | +298.2% | +218.5% |
| 1Y | +2,166.8% | +44.7% | +2,122.1% | +1,149.6% |
| All | +2,166.8% | +48.4% | +2,118.4% | +1,149.6% |
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