+374.2%
KO vs AXTI
+516.9%
-142.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +0.2% | +5.1% | -4.8% | +0.2% |
| 30D | +1.8% | -17.5% | +19.3% | +2.0% |
| 3M | +7.7% | -26.7% | +34.4% | +7.6% |
| 6M | +15.3% | +36.8% | -21.5% | +13.3% |
| YTD | +28.0% | +296.1% | -268.2% | +22.8% |
| 1Y | +34.3% | +1,810.6% | -1,776.4% | +24.7% |
| 3Y | +63.8% | +2,587.6% | -2,523.8% | +47.9% |
| 5Y | +84.1% | +601.7% | -517.7% | +70.1% |
| 10Y | +185.4% | +1,460.7% | -1,275.3% | +152.0% |
| All | +374.2% | +516.9% | -142.7% | +254.6% |
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 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