+2,962.7%
AXTI vs OTIS
+91.8%
+2,870.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.4% |
| 7D | +21.0% | -2.2% | +23.2% | +22.2% |
| 30D | -6.6% | -4.3% | -2.3% | -5.1% |
| 3M | -12.1% | -2.2% | -9.9% | -13.2% |
| 6M | +78.7% | -19.9% | +98.6% | +96.8% |
| YTD | +321.5% | -19.3% | +340.8% | +356.2% |
| 1Y | +2,166.8% | -19.6% | +2,186.3% | +2,337.7% |
| 3Y | +2,807.6% | -11.5% | +2,819.1% | +2,778.3% |
| 5Y | +651.5% | -16.8% | +668.2% | +668.0% |
| All | +2,962.7% | +91.8% | +2,870.8% | +2,011.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling