+642.6%
GS vs AXTI
+1,506.5%
-863.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.8% | -13.0% | -1.5% |
| 7D | +3.4% | +24.0% | -20.6% | +1.1% |
| 30D | +0.2% | -21.5% | +21.7% | +1.8% |
| 3M | -0.3% | -23.4% | +23.1% | -1.0% |
| 6M | +27.4% | +114.9% | -87.5% | +8.8% |
| YTD | +19.6% | +325.4% | -305.8% | -8.1% |
| 1Y | +42.5% | +2,136.7% | -2,094.2% | -11.8% |
| 3Y | +240.4% | +2,835.0% | -2,594.6% | +81.0% |
| 5Y | +188.9% | +652.8% | -463.9% | +78.6% |
| 10Y | +642.6% | +1,513.9% | -871.4% | +262.9% |
| All | +642.6% | +1,506.5% | -863.9% | +262.9% |
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