+319.1%
DELL vs AXTI
+1,914.4%
-1,595.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.7% | -8.2% | +0.5% |
| 7D | +14.9% | +5.1% | +9.7% | +14.3% |
| 30D | +13.3% | -10.2% | +23.4% | +13.7% |
| 3M | +24.4% | -41.8% | +66.2% | +25.7% |
| 6M | +258.0% | +57.5% | +200.5% | +228.4% |
| YTD | +320.2% | +277.0% | +43.2% | +260.8% |
| 1Y | +319.1% | +1,982.4% | -1,663.4% | +204.6% |
| All | +319.1% | +1,914.4% | -1,595.3% | +204.6% |
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 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