+1,145.9%
DELL vs AXTI
+614.9%
+531.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +12.0% |
| 7D | +8.2% | +5.1% | +3.2% | +7.5% |
| 30D | +17.1% | -17.5% | +34.5% | +19.2% |
| 3M | +45.2% | -26.7% | +71.8% | +45.6% |
| 6M | +286.8% | +36.8% | +250.0% | +249.7% |
| YTD | +354.8% | +296.1% | +58.6% | +252.5% |
| 1Y | +358.3% | +1,810.6% | -1,452.4% | +183.3% |
| 3Y | +724.9% | +2,587.6% | -1,862.6% | +327.2% |
| All | +1,145.9% | +614.9% | +531.0% | +690.1% |
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 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