+390.2%
LLY vs AXTI
+651.5%
-261.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +1.0% | 0.0% |
| 7D | -3.1% | +21.0% | -24.1% | -3.4% |
| 30D | -8.6% | -6.6% | -2.0% | -8.7% |
| 3M | -1.6% | -12.1% | +10.4% | -2.0% |
| 6M | +11.8% | +78.7% | -66.9% | +8.8% |
| YTD | +5.1% | +321.5% | -316.4% | -1.2% |
| 1Y | +50.7% | +2,166.8% | -2,116.1% | +33.3% |
| 3Y | +95.7% | +2,807.6% | -2,711.9% | +68.7% |
| 5Y | +390.2% | +651.5% | -261.3% | +338.5% |
| All | +390.2% | +651.5% | -261.3% | +338.5% |
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