+377.9%
AXTI vs MSCI
+7.0%
+371.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.5% | -5.8% | -6.8% |
| 7D | +18.6% | -0.7% | +19.2% | +18.8% |
| 30D | -32.6% | +16.2% | -48.8% | -36.2% |
| 3M | -44.5% | +16.1% | -60.6% | -47.9% |
| 6M | -64.6% | +12.9% | -77.5% | -67.5% |
| YTD | +166.3% | +14.8% | +151.5% | +140.7% |
| 1Y | +296.5% | +13.8% | +282.8% | +259.5% |
| 3Y | +2,099.0% | +31.2% | +2,067.8% | +1,695.4% |
| 5Y | +377.9% | +5.6% | +372.4% | +330.6% |
| All | +377.9% | +7.0% | +371.0% | +330.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling