+66.3%
MA vs AXTI
+651.5%
-585.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.6% |
| 7D | -3.5% | +21.0% | -24.5% | -4.1% |
| 30D | +0.8% | -6.6% | +7.4% | +0.7% |
| 3M | +14.8% | -12.1% | +26.8% | +13.9% |
| 6M | +10.0% | +78.7% | -68.7% | +3.5% |
| YTD | -0.1% | +321.5% | -321.6% | -11.7% |
| 1Y | -2.2% | +2,166.8% | -2,169.0% | -23.3% |
| 3Y | +39.3% | +2,807.6% | -2,768.3% | -1.6% |
| 5Y | +66.3% | +651.5% | -585.1% | +37.8% |
| All | +66.3% | +651.5% | -585.1% | +37.8% |
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