+95.6%
LLY vs AXTI
+2,786.3%
-2,690.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +12.8% | -15.1% | -2.4% |
| 7D | -3.1% | +24.0% | -27.1% | -3.5% |
| 30D | -5.1% | -21.5% | +16.4% | -4.9% |
| 3M | -2.1% | -23.4% | +21.3% | -2.0% |
| 6M | +13.8% | +114.9% | -101.0% | +10.0% |
| YTD | +5.1% | +325.4% | -320.4% | -1.7% |
| 1Y | +53.1% | +2,136.7% | -2,083.5% | +33.8% |
| 3Y | +95.6% | +2,835.0% | -2,739.4% | +66.3% |
| All | +95.6% | +2,786.3% | -2,690.7% | +66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling