+57.3%
LLY vs AXTI
+504.8%
-447.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.4% | +8.0% | +0.5% |
| 7D | +10.1% | -26.2% | +36.2% | +9.6% |
| 30D | +24.0% | -45.1% | +69.2% | +23.3% |
| 3M | +27.3% | -27.2% | +54.4% | +26.7% |
| 6M | +47.0% | -55.2% | +102.1% | +47.6% |
| YTD | +32.6% | +190.8% | -158.2% | +33.4% |
| 1Y | +57.3% | +456.7% | -399.3% | +57.7% |
| All | +57.3% | +504.8% | -447.5% | +57.7% |
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