+2,778.7%
AXTI vs OTIS
+91.3%
+2,687.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.8% |
| 7D | +5.1% | -3.0% | +8.0% | +6.6% |
| 30D | -17.5% | -6.0% | -11.4% | -15.3% |
| 3M | -26.7% | -0.9% | -25.8% | -28.1% |
| 6M | +36.8% | -17.3% | +54.1% | +47.9% |
| YTD | +296.1% | -19.6% | +315.7% | +329.6% |
| 1Y | +1,810.6% | -21.0% | +1,831.6% | +1,982.7% |
| 3Y | +2,587.6% | -12.1% | +2,599.6% | +2,571.8% |
| 5Y | +601.7% | -17.1% | +618.8% | +618.8% |
| All | +2,778.7% | +91.3% | +2,687.4% | +1,888.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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