+185.8%
GS vs AXTI
+1,643.5%
-1,457.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.2% | -0.8% |
| 7D | -3.2% | -29.4% | +26.2% | -1.1% |
| 30D | -2.4% | -51.3% | +48.9% | +1.9% |
| 3M | -15.7% | -48.3% | +32.5% | -13.1% |
| 6M | -6.8% | -62.9% | +56.1% | -4.0% |
| YTD | -0.1% | +137.8% | -137.9% | -13.1% |
| 1Y | +12.1% | +338.3% | -326.2% | -7.3% |
| 3Y | +185.8% | +1,590.4% | -1,404.7% | +103.9% |
| All | +185.8% | +1,643.5% | -1,457.7% | +103.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling