+1,810.6%
AXTI vs SONY
-16.9%
+1,827.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.2% |
| 7D | +5.1% | -2.7% | +7.8% | +5.5% |
| 30D | -17.5% | +1.5% | -19.0% | -18.6% |
| 3M | -26.7% | +13.0% | -39.7% | -31.8% |
| 6M | +36.8% | +11.2% | +25.5% | +29.7% |
| YTD | +296.1% | -6.6% | +302.8% | +337.5% |
| 1Y | +1,810.6% | -18.1% | +1,828.7% | +2,499.7% |
| All | +1,810.6% | -16.9% | +1,827.5% | +2,499.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling