+1,472.1%
AXTI vs MSCI
+634.9%
+837.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.5% |
| 7D | +5.1% | -3.2% | +8.3% | +6.6% |
| 30D | -17.5% | -1.1% | -16.3% | -17.8% |
| 3M | -26.7% | -6.3% | -20.3% | -26.9% |
| 6M | +36.8% | +2.1% | +34.7% | +27.4% |
| YTD | +296.1% | -2.3% | +298.4% | +277.6% |
| 1Y | +1,810.6% | -3.9% | +1,814.5% | +1,729.2% |
| 3Y | +2,587.6% | +7.5% | +2,580.1% | +2,231.0% |
| 5Y | +601.7% | -9.8% | +611.5% | +553.7% |
| All | +1,472.1% | +634.9% | +837.2% | +248.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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