-13.3%
IBM vs AXTI
+504.8%
-518.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.4% | +9.1% | +1.6% |
| 7D | +0.4% | -26.2% | +26.6% | +0.2% |
| 30D | +14.8% | -45.1% | +59.9% | +14.1% |
| 3M | +8.9% | -27.2% | +36.1% | +8.7% |
| 6M | +12.4% | -55.2% | +67.6% | +13.7% |
| YTD | -12.4% | +190.8% | -203.2% | -16.9% |
| 1Y | -13.3% | +456.7% | -469.9% | -19.5% |
| All | -13.3% | +504.8% | -518.1% | -19.5% |
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