+31.0%
MA vs AXTI
-64.7%
+95.6%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.3% | +6.1% | -1.6% |
| 7D | -0.5% | +18.6% | -19.1% | +0.5% |
| 30D | +7.9% | -32.6% | +40.5% | +6.3% |
| 3M | +16.8% | -44.5% | +61.3% | +14.6% |
| 6M | +31.0% | -64.6% | +95.6% | +26.0% |
| All | +31.0% | -64.7% | +95.6% | +26.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling