+32.9%
DIS vs AXTI
+878.5%
-845.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +19.5% | -19.1% | -0.7% |
| 7D | +0.6% | -1.2% | +1.8% | +0.4% |
| 30D | +10.3% | -24.2% | +34.5% | +11.2% |
| 3M | +15.6% | -36.3% | +51.9% | +16.8% |
| 6M | +15.1% | -62.7% | +77.8% | +17.8% |
| YTD | +6.0% | +187.3% | -181.3% | -11.6% |
| 1Y | +5.7% | +344.8% | -339.1% | -15.7% |
| 3Y | +39.8% | +2,272.2% | -2,232.4% | -14.9% |
| 5Y | -23.9% | +419.6% | -443.5% | -46.4% |
| 10Y | +32.9% | +888.8% | -855.9% | -21.2% |
| All | +32.9% | +878.5% | -845.6% | -21.2% |
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