+1,511.3%
META vs AXTI
+934.0%
+577.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.0% | +0.3% |
| 7D | -0.8% | -29.4% | +28.6% | +2.2% |
| 30D | -15.4% | -51.3% | +35.9% | -10.2% |
| 3M | +3.5% | -48.3% | +51.8% | +7.9% |
| 6M | -0.3% | -62.9% | +62.6% | +4.0% |
| YTD | -7.3% | +137.8% | -145.1% | -25.9% |
| 1Y | -1.1% | +338.3% | -339.4% | -27.4% |
| 3Y | +95.1% | +1,590.4% | -1,495.4% | +3.1% |
| 5Y | +80.6% | +321.7% | -241.1% | +15.7% |
| 10Y | +410.1% | +655.0% | -244.8% | +152.8% |
| All | +1,511.3% | +934.0% | +577.2% | +621.5% |
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