+1,527.5%
META vs AXTI
+1,539.4%
-11.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.7% | -8.7% | +0.1% |
| 7D | +6.7% | +5.1% | +1.6% | +6.1% |
| 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% | -18.6% |
| YTD | -6.4% | +277.0% | -283.4% | -27.6% |
| 1Y | -17.3% | +1,982.4% | -1,999.8% | -49.7% |
| 3Y | +109.9% | +2,234.8% | -2,124.9% | +9.7% |
| 5Y | +65.4% | +528.3% | -463.0% | +3.0% |
| 10Y | +391.8% | +1,310.5% | -918.7% | +130.0% |
| All | +1,527.5% | +1,539.4% | -11.9% | +605.3% |
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