+20.3%
JPM vs AXTI
+1,914.4%
-1,894.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.7% | -10.6% | -1.1% |
| 7D | +0.3% | +5.1% | -4.8% | +0.2% |
| 30D | -0.2% | -10.2% | +10.0% | -0.2% |
| 3M | +15.9% | -41.8% | +57.7% | +15.8% |
| 6M | +20.9% | +57.5% | -36.6% | +16.6% |
| YTD | +12.9% | +277.0% | -264.1% | +5.7% |
| 1Y | +20.3% | +1,982.4% | -1,962.1% | +8.5% |
| All | +20.3% | +1,914.4% | -1,894.1% | +8.5% |
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