-29.9%
BABA vs AXTI
+624.6%
-654.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +12.8% | -13.4% | -1.7% |
| 7D | -0.2% | +24.0% | -24.1% | -2.3% |
| 30D | -12.3% | -21.5% | +9.2% | -11.0% |
| 3M | -5.3% | -23.4% | +18.1% | -6.1% |
| 6M | -13.1% | +114.9% | -128.0% | -26.1% |
| YTD | -22.4% | +325.4% | -347.9% | -41.4% |
| 1Y | -19.5% | +2,136.7% | -2,156.1% | -53.2% |
| 3Y | +32.9% | +2,835.0% | -2,802.1% | -37.7% |
| 5Y | -29.9% | +652.8% | -682.7% | -55.7% |
| All | -29.9% | +624.6% | -654.5% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AXTI 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling