-7.5%
META vs AXTI
+37.0%
-44.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.7% | -8.7% | +0.8% |
| 7D | +6.7% | +5.1% | +1.6% | +6.6% |
| 30D | +4.8% | -10.2% | +14.9% | +4.7% |
| 3M | -1.6% | -41.8% | +40.2% | -0.2% |
| 6M | -7.5% | +57.5% | -65.0% | -14.4% |
| All | -7.5% | +37.0% | -44.5% | -14.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling