+252.1%
INTC vs AXTI
+1,483.6%
-1,231.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +7.5% | +5.1% | +2.4% | +6.7% |
| 30D | +2.0% | -17.5% | +19.4% | +4.5% |
| 3M | -12.0% | -26.7% | +14.7% | -10.6% |
| 6M | +114.5% | +36.8% | +77.8% | +92.4% |
| YTD | +179.0% | +296.1% | -117.2% | +108.7% |
| 1Y | +318.3% | +1,810.6% | -1,492.3% | +143.6% |
| 3Y | +171.2% | +2,587.6% | -2,416.3% | +31.4% |
| 5Y | +107.6% | +601.7% | -494.2% | +20.6% |
| All | +252.1% | +1,483.6% | -1,231.5% | +49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling