+15,762.5%
MA vs AXTI
+1,094.8%
+14,667.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.4% | +8.9% | +1.1% |
| 7D | +1.8% | -23.4% | +25.2% | +3.7% |
| 30D | +11.8% | -42.6% | +54.4% | +16.0% |
| 3M | +17.2% | -46.7% | +63.9% | +20.9% |
| 6M | +33.4% | -66.2% | +99.6% | +38.3% |
| YTD | +16.1% | +140.4% | -124.3% | -7.3% |
| 1Y | +19.9% | +276.5% | -256.6% | -9.8% |
| 3Y | +70.1% | +1,885.4% | -1,815.3% | -8.6% |
| 5Y | +89.6% | +350.3% | -260.6% | +20.5% |
| 10Y | +568.4% | +702.2% | -133.8% | +235.0% |
| All | +15,762.5% | +1,094.8% | +14,667.6% | +5,709.1% |
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