+370.0%
AXTI vs MS
+120.4%
+249.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.1% | +7.2% | +7.2% |
| 7D | -11.0% | +0.7% | -11.7% | -10.7% |
| 30D | -37.3% | -0.9% | -36.4% | -35.8% |
| 3M | -51.6% | -13.0% | -38.6% | -43.4% |
| 6M | -63.1% | -2.0% | -61.1% | -60.8% |
| YTD | +162.4% | +7.8% | +154.7% | +156.6% |
| 1Y | +353.6% | +17.9% | +335.7% | +312.7% |
| 3Y | +1,972.9% | +174.8% | +1,798.2% | +855.2% |
| 5Y | +370.0% | +119.9% | +250.1% | +146.2% |
| All | +370.0% | +120.4% | +249.6% | +146.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling