+43.2%
KO vs AXTI
+504.8%
-461.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.4% | +8.4% | +0.8% |
| 7D | +4.4% | -26.2% | +30.6% | +3.6% |
| 30D | +10.7% | -45.1% | +55.9% | +9.2% |
| 3M | +11.3% | -27.2% | +38.5% | +10.9% |
| 6M | +24.0% | -55.2% | +79.2% | +24.0% |
| YTD | +39.7% | +190.8% | -151.1% | +42.9% |
| 1Y | +43.2% | +456.7% | -413.4% | +49.8% |
| All | +43.2% | +504.8% | -461.6% | +49.8% |
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