-16.7%
IBM vs AXTI
+287.8%
-304.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.9% | +4.9% | +1.0% |
| 7D | +1.6% | +7.6% | -6.0% | +1.6% |
| 30D | +9.2% | -32.1% | +41.3% | +8.9% |
| 3M | +4.9% | -46.0% | +50.9% | +4.4% |
| 6M | +16.8% | -65.7% | +82.5% | +18.4% |
| YTD | -14.3% | +155.9% | -170.2% | -18.0% |
| 1Y | -16.7% | +300.8% | -317.5% | -20.7% |
| All | -16.7% | +287.8% | -304.5% | -20.7% |
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