+31.9%
DIS vs AXTI
+771.7%
-739.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.8% |
| 7D | +1.9% | +7.6% | -5.7% | +1.3% |
| 30D | +9.2% | -32.1% | +41.2% | +10.7% |
| 3M | +13.5% | -46.0% | +59.5% | +15.7% |
| 6M | +14.3% | -65.7% | +80.0% | +17.4% |
| YTD | +5.4% | +155.9% | -150.5% | -11.5% |
| 1Y | +12.2% | +300.8% | -288.6% | -10.1% |
| 3Y | +37.2% | +1,981.6% | -1,944.4% | -15.8% |
| 5Y | -23.1% | +359.3% | -382.4% | -45.5% |
| All | +31.9% | +771.7% | -739.8% | -21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling