+601.0%
AXTI vs MSI
+100.4%
+500.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.9% | -7.0% | -6.4% |
| 7D | +15.1% | -1.8% | +16.9% | +15.8% |
| 30D | -12.3% | -0.6% | -11.7% | -12.7% |
| 3M | -24.1% | +13.0% | -37.2% | -29.0% |
| 6M | +46.0% | +0.5% | +45.5% | +43.7% |
| YTD | +295.7% | +21.7% | +274.0% | +252.3% |
| 1Y | +1,825.6% | -2.6% | +1,828.2% | +1,832.0% |
| 3Y | +2,630.0% | +69.7% | +2,560.3% | +1,727.9% |
| 5Y | +601.0% | +102.8% | +498.2% | +288.8% |
| All | +601.0% | +100.4% | +500.5% | +288.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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