+81.6%
KO vs AXTI
+614.1%
-532.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.1% | +6.4% | +0.3% |
| 7D | -1.1% | +15.1% | -16.2% | -0.9% |
| 30D | +1.6% | -12.3% | +13.9% | +1.5% |
| 3M | +5.8% | -24.1% | +29.9% | +6.0% |
| 6M | +14.3% | +46.0% | -31.8% | +14.8% |
| YTD | +27.3% | +295.7% | -268.4% | +28.4% |
| 1Y | +33.2% | +1,825.6% | -1,792.4% | +34.8% |
| 3Y | +64.5% | +2,630.0% | -2,565.5% | +64.9% |
| All | +81.6% | +614.1% | -532.5% | +87.8% |
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 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