+743.4%
AXTI vs SONY
+9.6%
+733.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.7% |
| 7D | +5.1% | -2.7% | +7.8% | +6.2% |
| 30D | -17.5% | +1.5% | -19.0% | -19.1% |
| 3M | -26.7% | +13.0% | -39.7% | -33.9% |
| 6M | +36.8% | +11.2% | +25.5% | +25.4% |
| YTD | +296.1% | -6.6% | +302.8% | +301.3% |
| 1Y | +1,810.6% | -18.1% | +1,828.7% | +2,016.5% |
| 3Y | +2,587.6% | +42.1% | +2,545.5% | +1,911.6% |
| All | +743.4% | +9.6% | +733.7% | +669.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling