+22.3%
DIS vs AXTI
+1,517.6%
-1,495.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.8% |
| 7D | -3.5% | +21.0% | -24.5% | -4.7% |
| 30D | +1.0% | -6.6% | +7.6% | +0.9% |
| 3M | +5.7% | -12.1% | +17.7% | +4.3% |
| 6M | +3.3% | +78.7% | -75.4% | -6.1% |
| YTD | -7.7% | +321.5% | -329.2% | -23.7% |
| 1Y | -10.0% | +2,166.8% | -2,176.7% | -37.1% |
| 3Y | +31.7% | +2,807.6% | -2,775.9% | -18.6% |
| 5Y | -42.2% | +651.5% | -693.7% | -59.7% |
| 10Y | +22.3% | +1,560.5% | -1,538.1% | -26.8% |
| All | +22.3% | +1,517.6% | -1,495.3% | -26.8% |
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