+17.0%
MA vs AXTI
+313.1%
-296.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.3% | +6.1% | -1.4% |
| 7D | -0.5% | +18.6% | -19.1% | 0.0% |
| 30D | +7.9% | -32.6% | +40.5% | +7.2% |
| 3M | +16.8% | -44.5% | +61.3% | +15.8% |
| 6M | +31.0% | -64.6% | +95.6% | +30.4% |
| YTD | +15.0% | +166.3% | -151.3% | +11.2% |
| 1Y | +17.0% | +296.5% | -279.5% | +13.4% |
| All | +17.0% | +313.1% | -296.1% | +13.4% |
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