+96.8%
META vs AXTI
+2,013.1%
-1,916.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.9% | +6.8% | +3.0% |
| 7D | +5.2% | +7.6% | -2.4% | +4.8% |
| 30D | -13.0% | -32.1% | +19.1% | -12.1% |
| 3M | +7.9% | -46.0% | +53.9% | +9.6% |
| 6M | +4.2% | -65.7% | +69.9% | +6.6% |
| YTD | -2.5% | +155.9% | -158.4% | -10.0% |
| 1Y | +5.6% | +300.8% | -295.2% | -4.9% |
| 3Y | +96.8% | +1,981.6% | -1,884.8% | +57.6% |
| All | +96.8% | +2,013.1% | -1,916.3% | +57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling