+11.7%
BABA vs AXTI
+807.1%
-795.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -7.3% | +0.2% | -6.3% |
| 7D | -12.7% | +18.6% | -31.3% | -14.5% |
| 30D | -14.9% | -32.6% | +17.8% | -12.4% |
| 3M | -24.6% | -44.5% | +19.9% | -21.8% |
| 6M | -29.3% | -64.6% | +35.2% | -25.9% |
| YTD | -35.0% | +166.3% | -201.3% | -50.8% |
| 1Y | -39.7% | +296.5% | -336.2% | -57.3% |
| 3Y | +21.2% | +2,099.0% | -2,077.8% | -43.8% |
| 5Y | -39.9% | +377.9% | -417.8% | -64.8% |
| All | +11.7% | +807.1% | -795.4% | -50.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling