+743.4%
AXTI vs OMC
+30.5%
+712.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +5.1% | -4.4% | +9.4% | +6.2% |
| 30D | -17.5% | -7.6% | -9.9% | -16.2% |
| 3M | -26.7% | +4.5% | -31.2% | -29.7% |
| 6M | +36.8% | -0.3% | +37.0% | +33.1% |
| YTD | +296.1% | -0.1% | +296.3% | +282.9% |
| 1Y | +1,810.6% | +4.6% | +1,806.0% | +1,677.5% |
| 3Y | +2,587.6% | +10.5% | +2,577.1% | +2,287.4% |
| All | +743.4% | +30.5% | +712.9% | +579.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling