+120.6%
IBM vs AXTI
+651.5%
-530.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +3.4% |
| 7D | +3.6% | +21.0% | -17.4% | +3.0% |
| 30D | +1.5% | -6.6% | +8.2% | +1.5% |
| 3M | -12.9% | -12.1% | -0.9% | -13.3% |
| 6M | -3.9% | +78.7% | -82.6% | -8.1% |
| YTD | -17.3% | +321.5% | -338.8% | -24.9% |
| 1Y | -5.0% | +2,166.8% | -2,171.8% | -20.9% |
| 3Y | +78.2% | +2,807.6% | -2,729.4% | +40.2% |
| 5Y | +120.6% | +651.5% | -530.8% | +82.7% |
| All | +120.6% | +651.5% | -530.8% | +82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling