+4,782.6%
DELL vs AXTI
+1,699.2%
+3,083.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | +8.7% | +21.0% | -12.3% | +5.9% |
| 30D | +16.9% | -6.6% | +23.5% | +17.3% |
| 3M | +40.4% | -12.1% | +52.5% | +37.9% |
| 6M | +267.1% | +78.7% | +188.4% | +217.1% |
| YTD | +329.1% | +321.5% | +7.6% | +220.4% |
| 1Y | +346.9% | +2,166.8% | -1,819.9% | +158.0% |
| 3Y | +696.6% | +2,807.6% | -2,111.0% | +288.6% |
| 5Y | +1,106.2% | +651.5% | +454.7% | +598.4% |
| 10Y | +4,177.7% | +1,560.5% | +2,617.3% | +1,812.2% |
| All | +4,782.6% | +1,699.2% | +3,083.4% | +2,055.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling