+70.1%
MA vs AXTI
+1,789.9%
-1,719.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +0.5% |
| 7D | +1.8% | -23.4% | +25.2% | +1.8% |
| 30D | +11.8% | -42.6% | +54.4% | +11.9% |
| 3M | +17.2% | -46.7% | +63.9% | +17.2% |
| 6M | +33.4% | -66.2% | +99.6% | +33.9% |
| YTD | +16.1% | +140.4% | -124.3% | +9.9% |
| 1Y | +19.9% | +276.5% | -256.6% | +12.0% |
| 3Y | +70.1% | +1,885.4% | -1,815.3% | +51.2% |
| All | +70.1% | +1,789.9% | -1,719.8% | +51.2% |
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