+19,087.1%
KLAC vs AXTI
+556.3%
+18,530.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | +6.2% | +21.0% | -14.8% | +2.4% |
| 30D | -5.0% | -6.6% | +1.6% | -4.5% |
| 3M | -14.4% | -12.1% | -2.3% | -15.8% |
| 6M | +28.3% | +78.7% | -50.4% | +3.5% |
| YTD | +51.1% | +321.5% | -270.4% | -1.6% |
| 1Y | +100.4% | +2,166.8% | -2,066.4% | -8.4% |
| 3Y | +276.3% | +2,807.6% | -2,531.3% | +37.0% |
| 5Y | +452.1% | +651.5% | -199.4% | +153.1% |
| 10Y | +2,986.0% | +1,560.5% | +1,425.5% | +950.9% |
| All | +19,087.1% | +556.3% | +18,530.8% | +4,409.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling