+425.7%
META vs AXTI
+803.4%
-377.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +10.4% | -5.2% | +4.2% |
| 7D | +5.7% | -11.0% | +16.7% | +6.5% |
| 30D | -10.8% | -37.3% | +26.6% | -7.6% |
| 3M | +8.4% | -51.6% | +60.0% | +13.7% |
| 6M | +5.4% | -63.1% | +68.5% | +9.9% |
| YTD | -2.6% | +162.4% | -165.0% | -22.3% |
| 1Y | +3.5% | +353.6% | -350.1% | -23.4% |
| 3Y | +102.0% | +1,972.9% | -1,870.9% | +5.0% |
| 5Y | +93.1% | +370.0% | -276.9% | +24.4% |
| 10Y | +425.7% | +749.7% | -324.0% | +158.8% |
| All | +425.7% | +803.4% | -377.7% | +158.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling