-11.2%
CRM vs AXTI
+324.0%
-335.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -22.8% | +20.7% | -2.7% |
| 7D | -3.7% | -39.7% | +36.0% | -4.9% |
| 30D | -1.1% | -56.3% | +55.2% | -3.2% |
| 3M | +15.5% | -46.5% | +61.9% | +14.1% |
| 6M | +19.5% | -65.9% | +85.3% | +19.4% |
| YTD | -15.5% | +124.6% | -140.1% | -19.3% |
| 1Y | -11.2% | +303.5% | -314.7% | -17.1% |
| All | -11.2% | +324.0% | -335.3% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling