+2,077.5%
LLY vs AXTI
+771.7%
+1,305.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.9% | +5.0% | +1.2% |
| 7D | +6.6% | +7.6% | -1.0% | +6.4% |
| 30D | +19.4% | -32.1% | +51.5% | +20.1% |
| 3M | +19.6% | -46.0% | +65.5% | +20.6% |
| 6M | +42.6% | -65.7% | +108.2% | +44.5% |
| YTD | +35.0% | +155.9% | -120.9% | +25.6% |
| 1Y | +42.0% | +300.8% | -258.8% | +29.5% |
| 3Y | +140.5% | +1,981.6% | -1,841.1% | +98.6% |
| 5Y | +479.9% | +359.3% | +120.6% | +403.6% |
| All | +2,077.5% | +771.7% | +1,305.8% | +1,614.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling