-0.8%
CRM vs AXTI
+614.9%
-615.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -4.4% | +5.1% | -9.5% | -4.8% |
| 30D | +28.1% | -17.5% | +45.6% | +28.8% |
| 3M | +48.8% | -26.7% | +75.5% | +48.6% |
| 6M | +28.3% | +36.8% | -8.5% | +18.5% |
| YTD | -6.0% | +296.1% | -302.2% | -23.7% |
| 1Y | +1.4% | +1,810.6% | -1,809.2% | -31.8% |
| 3Y | +11.8% | +2,587.6% | -2,575.7% | -36.3% |
| All | -0.8% | +614.9% | -615.7% | -26.9% |
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