-27.8%
COIN vs AXTI
+614.9%
-642.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -5.1% | +5.1% | -10.2% | -6.2% |
| 30D | +17.6% | -17.5% | +35.1% | +20.3% |
| 3M | +9.2% | -26.7% | +35.9% | +8.7% |
| 6M | -11.8% | +36.8% | -48.5% | -29.1% |
| YTD | -22.5% | +296.1% | -318.6% | -55.3% |
| 1Y | -45.9% | +1,810.6% | -1,856.5% | -80.6% |
| 3Y | +117.4% | +2,587.6% | -2,470.2% | -48.8% |
| All | -27.8% | +614.9% | -642.7% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling