+548.6%
AXTI vs OMC
+508.5%
+40.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | +0.8% |
| 7D | +21.0% | -4.2% | +25.2% | +23.2% |
| 30D | -6.6% | -7.5% | +0.9% | -4.0% |
| 3M | -12.1% | +4.6% | -16.7% | -17.1% |
| 6M | +78.7% | -4.8% | +83.5% | +75.6% |
| YTD | +321.5% | -1.0% | +322.5% | +301.4% |
| 1Y | +2,166.8% | +3.8% | +2,162.9% | +1,957.7% |
| 3Y | +2,807.6% | +10.2% | +2,797.4% | +2,424.2% |
| 5Y | +651.5% | +29.7% | +621.8% | +484.5% |
| 10Y | +1,560.5% | +32.3% | +1,528.2% | +1,093.4% |
| All | +548.6% | +508.5% | +40.0% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling