+742.4%
AXTI vs SYK
+3.4%
+739.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.0% | -4.2% | -5.9% |
| 7D | +15.1% | -12.3% | +27.5% | +16.8% |
| 30D | -12.3% | -22.4% | +10.1% | -9.3% |
| 3M | -24.1% | -12.3% | -11.8% | -26.3% |
| 6M | +46.0% | -24.3% | +70.4% | +50.6% |
| YTD | +295.7% | -22.8% | +318.5% | +306.1% |
| 1Y | +1,825.6% | -28.8% | +1,854.4% | +1,947.5% |
| 3Y | +2,630.0% | -4.0% | +2,633.9% | +2,325.1% |
| All | +742.4% | +3.4% | +739.0% | +588.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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