+3,424.4%
LLY vs AXTI
+487.0%
+2,937.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.7% | -10.6% | -1.2% |
| 7D | -2.1% | +5.1% | -7.3% | -2.3% |
| 30D | -1.6% | -10.2% | +8.5% | -1.6% |
| 3M | +2.3% | -41.8% | +44.1% | +2.8% |
| 6M | +14.9% | +57.5% | -42.6% | +10.5% |
| YTD | +7.5% | +277.0% | -269.5% | -0.7% |
| 1Y | +55.7% | +1,982.4% | -1,926.7% | +34.4% |
| 3Y | +110.6% | +2,234.8% | -2,124.2% | +75.2% |
| 5Y | +363.4% | +528.3% | -164.9% | +299.1% |
| 10Y | +1,649.0% | +1,310.5% | +338.5% | +1,305.6% |
| All | +3,424.4% | +487.0% | +2,937.3% | +2,368.0% |
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