+11.7%
BABA vs AXTI
+771.7%
-759.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.4% |
| 7D | -13.8% | +7.6% | -21.4% | -14.7% |
| 30D | -15.1% | -32.1% | +17.0% | -12.7% |
| 3M | -22.7% | -46.0% | +23.2% | -19.6% |
| 6M | -34.7% | -65.7% | +31.0% | -31.2% |
| YTD | -35.0% | +155.9% | -190.9% | -50.6% |
| 1Y | -40.4% | +300.8% | -341.2% | -57.9% |
| 3Y | +21.9% | +1,981.6% | -1,959.7% | -43.0% |
| 5Y | -39.9% | +359.3% | -399.2% | -64.6% |
| All | +11.7% | +771.7% | -759.9% | -50.4% |
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