+16.7%
BABA vs AXTI
+1,517.6%
-1,500.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.8% |
| 7D | -2.2% | +21.0% | -23.2% | -4.3% |
| 30D | -17.3% | -6.6% | -10.7% | -17.4% |
| 3M | -7.8% | -12.1% | +4.3% | -10.0% |
| 6M | -16.8% | +78.7% | -95.5% | -28.8% |
| YTD | -24.7% | +321.5% | -346.1% | -44.7% |
| 1Y | -24.9% | +2,166.8% | -2,191.7% | -57.9% |
| 3Y | +29.1% | +2,807.6% | -2,778.5% | -39.9% |
| 5Y | -30.5% | +651.5% | -682.0% | -60.7% |
| 10Y | +16.7% | +1,560.5% | -1,543.8% | -51.8% |
| All | +16.7% | +1,517.6% | -1,500.9% | -51.8% |
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