+508.9%
AXTI vs VICR
+1,097.0%
-588.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.2% | -2.9% | -5.2% |
| 7D | +15.1% | -0.4% | +15.5% | +15.4% |
| 30D | -12.3% | -15.6% | +3.3% | -6.9% |
| 3M | -24.1% | -35.4% | +11.2% | -11.6% |
| 6M | +46.0% | +1.3% | +44.8% | +47.6% |
| YTD | +295.7% | +62.5% | +233.3% | +254.6% |
| 1Y | +1,825.6% | +255.5% | +1,570.1% | +1,295.0% |
| 3Y | +2,630.0% | +182.0% | +2,448.0% | +1,788.3% |
| 5Y | +601.0% | +42.9% | +558.1% | +424.7% |
| 10Y | +1,459.0% | +1,494.0% | -35.0% | +485.5% |
| All | +508.9% | +1,097.0% | -588.0% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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