-10.0%
DIS vs AXTI
+2,101.6%
-2,111.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.9% |
| 7D | -3.5% | +21.0% | -24.5% | -3.2% |
| 30D | +1.0% | -6.6% | +7.6% | +0.9% |
| 3M | +5.7% | -12.1% | +17.7% | +6.3% |
| 6M | +3.3% | +78.7% | -75.4% | +3.5% |
| YTD | -7.7% | +321.5% | -329.2% | -7.7% |
| 1Y | -10.0% | +2,166.8% | -2,176.7% | -8.7% |
| All | -10.0% | +2,101.6% | -2,111.6% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling