+48.9%
MSFT vs AXTI
+2,795.4%
-2,746.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.4% |
| 7D | -1.0% | +21.0% | -22.0% | -1.7% |
| 30D | -2.7% | -6.6% | +4.0% | -2.7% |
| 3M | +22.1% | -12.1% | +34.2% | +20.6% |
| 6M | +20.6% | +78.7% | -58.1% | +14.8% |
| YTD | +2.3% | +321.5% | -319.2% | -6.6% |
| 1Y | -0.5% | +2,166.8% | -2,167.3% | -15.4% |
| All | +48.9% | +2,795.4% | -2,746.5% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling