+143.3%
DELL vs AXTI
+504.8%
-361.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -7.4% | -1.4% | -7.8% |
| 7D | -24.6% | -26.2% | +1.6% | -21.4% |
| 30D | -32.5% | -45.1% | +12.7% | -27.4% |
| 3M | -20.2% | -27.2% | +7.0% | -17.8% |
| 6M | +76.5% | -55.2% | +131.6% | +82.5% |
| YTD | +198.9% | +190.8% | +8.2% | +169.6% |
| 1Y | +143.3% | +456.7% | -313.3% | +93.5% |
| All | +143.3% | +504.8% | -361.5% | +93.5% |
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 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