+9.0%
MSFT vs AXTI
+504.8%
-495.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -7.4% | +14.1% | +6.9% |
| 7D | +4.7% | -26.2% | +30.8% | +5.7% |
| 30D | +5.8% | -45.1% | +51.0% | +7.6% |
| 3M | +13.0% | -27.2% | +40.2% | +13.1% |
| 6M | +34.9% | -55.2% | +90.1% | +34.1% |
| YTD | +15.7% | +190.8% | -175.1% | +2.7% |
| 1Y | +9.0% | +456.7% | -447.7% | -13.4% |
| All | +9.0% | +504.8% | -495.9% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling