+4.9%
MSFT vs AXTI
+287.8%
-282.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.3% |
| 7D | -1.3% | +7.6% | -8.9% | -1.6% |
| 30D | -1.8% | -32.1% | +30.2% | -0.9% |
| 3M | +5.6% | -46.0% | +51.6% | +7.0% |
| 6M | +29.8% | -65.7% | +95.5% | +30.0% |
| YTD | +9.0% | +155.9% | -146.9% | -2.0% |
| 1Y | +4.9% | +300.8% | -295.8% | -10.7% |
| All | +4.9% | +287.8% | -282.8% | -10.7% |
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