+74.5%
META vs AXTI
+651.5%
-577.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +6.6% |
| 7D | +10.3% | +21.0% | -10.7% | +8.8% |
| 30D | +9.9% | -6.6% | +16.5% | +9.8% |
| 3M | +11.9% | -12.1% | +24.0% | +10.4% |
| 6M | +1.2% | +78.7% | -77.6% | -8.8% |
| YTD | -0.8% | +321.5% | -322.3% | -19.4% |
| 1Y | -14.3% | +2,166.8% | -2,181.1% | -43.2% |
| 3Y | +121.4% | +2,807.6% | -2,686.2% | +22.6% |
| 5Y | +74.5% | +651.5% | -577.0% | +30.6% |
| All | +74.5% | +651.5% | -577.0% | +30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling