+138.3%
GOOGL vs AXTI
+598.0%
-459.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.1% | +6.7% | +1.0% |
| 7D | -2.8% | +15.1% | -17.9% | -3.8% |
| 30D | -3.2% | -12.3% | +9.1% | -2.9% |
| 3M | -6.6% | -24.1% | +17.5% | -7.0% |
| 6M | +8.5% | +46.0% | -37.6% | +0.2% |
| YTD | +6.5% | +295.7% | -289.2% | -11.3% |
| 1Y | +39.4% | +1,825.6% | -1,786.2% | -0.5% |
| 3Y | +146.2% | +2,630.0% | -2,483.8% | +51.9% |
| 5Y | +138.3% | +601.0% | -462.6% | +83.0% |
| All | +138.3% | +598.0% | -459.6% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling