-6.5%
IBM vs AXTI
+1,987.1%
-1,993.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.1% | +3.6% | -2.5% |
| 7D | -0.3% | +15.1% | -15.4% | -0.3% |
| 30D | -1.8% | -12.3% | +10.5% | -1.9% |
| 3M | -13.5% | -24.1% | +10.7% | -12.7% |
| 6M | -5.1% | +46.0% | -51.2% | -6.8% |
| YTD | -19.4% | +295.7% | -315.1% | -25.3% |
| 1Y | -6.5% | +1,825.6% | -1,832.1% | -19.6% |
| All | -6.5% | +1,987.1% | -1,993.6% | -19.6% |
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