+743.4%
AXTI vs OTIS
-17.8%
+761.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.7% |
| 7D | +5.1% | -3.0% | +8.0% | +6.5% |
| 30D | -17.5% | -6.0% | -11.4% | -15.5% |
| 3M | -26.7% | -0.9% | -25.8% | -28.2% |
| 6M | +36.8% | -17.3% | +54.1% | +48.4% |
| YTD | +296.1% | -19.6% | +315.7% | +330.6% |
| 1Y | +1,810.6% | -21.0% | +1,831.6% | +1,987.5% |
| 3Y | +2,587.6% | -12.1% | +2,599.6% | +2,478.8% |
| All | +743.4% | -17.8% | +761.1% | +704.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling