+480.1%
AXTI vs MS
+1,066.1%
-586.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.3% | +9.4% | +9.6% |
| 7D | +5.1% | +1.4% | +3.8% | +4.6% |
| 30D | -10.2% | -0.3% | -9.9% | -10.0% |
| 3M | -41.8% | +0.3% | -42.1% | -41.2% |
| 6M | +57.5% | +31.3% | +26.2% | +43.5% |
| YTD | +277.0% | +24.7% | +252.3% | +252.3% |
| 1Y | +1,982.4% | +47.9% | +1,934.5% | +1,742.5% |
| 3Y | +2,234.8% | +178.3% | +2,056.5% | +1,566.1% |
| 5Y | +528.3% | +144.9% | +383.4% | +369.9% |
| 10Y | +1,310.5% | +804.5% | +506.0% | +585.4% |
| All | +480.1% | +1,066.1% | -586.0% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling