+1,472.1%
AXTI vs OMC
+34.2%
+1,437.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +5.1% | -4.4% | +9.4% | +6.6% |
| 30D | -17.5% | -7.6% | -9.9% | -15.8% |
| 3M | -26.7% | +4.5% | -31.2% | -30.0% |
| 6M | +36.8% | -0.3% | +37.0% | +32.7% |
| YTD | +296.1% | -0.1% | +296.3% | +280.8% |
| 1Y | +1,810.6% | +4.6% | +1,806.0% | +1,668.6% |
| 3Y | +2,587.6% | +10.5% | +2,577.1% | +2,303.3% |
| 5Y | +601.7% | +31.7% | +570.0% | +472.0% |
| All | +1,472.1% | +34.2% | +1,437.9% | +1,135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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