+15,819.0%
MA vs AXTI
+1,171.7%
+14,647.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.9% | +5.2% | +1.6% |
| 7D | +1.3% | +7.6% | -6.3% | +0.4% |
| 30D | +9.6% | -32.1% | +41.7% | +11.9% |
| 3M | +16.8% | -46.0% | +62.8% | +20.2% |
| 6M | +35.2% | -65.7% | +100.9% | +39.9% |
| YTD | +16.6% | +155.9% | -139.3% | -7.6% |
| 1Y | +19.8% | +300.8% | -281.0% | -10.5% |
| 3Y | +70.7% | +1,981.6% | -1,910.9% | -8.7% |
| 5Y | +87.4% | +359.3% | -271.9% | +19.0% |
| 10Y | +570.0% | +780.8% | -210.8% | +232.0% |
| All | +15,819.0% | +1,171.7% | +14,647.3% | +5,690.2% |
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 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