+28.2%
BABA vs AXTI
+2,141.5%
-2,113.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.7% | -8.4% | +0.2% |
| 7D | -4.8% | +5.1% | -9.9% | -5.4% |
| 30D | -11.9% | -10.2% | -1.7% | -12.0% |
| 3M | -9.3% | -41.8% | +32.6% | -7.3% |
| 6M | -14.2% | +57.5% | -71.8% | -25.7% |
| YTD | -22.0% | +277.0% | -299.0% | -41.8% |
| 1Y | -12.7% | +1,982.4% | -1,995.1% | -50.1% |
| 3Y | +26.7% | +2,234.8% | -2,208.2% | -38.2% |
| 5Y | -29.3% | +528.3% | -557.7% | -58.8% |
| 10Y | +21.2% | +1,310.5% | -1,289.3% | -45.0% |
| All | +28.2% | +2,141.5% | -2,113.3% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling