+62.4%
MSFT vs AXTI
+352.8%
-290.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.4% |
| 7D | -1.3% | +7.6% | -8.9% | -1.8% |
| 30D | -1.8% | -32.1% | +30.2% | -0.3% |
| 3M | +5.6% | -46.0% | +51.6% | +7.9% |
| 6M | +29.8% | -65.7% | +95.5% | +32.9% |
| YTD | +9.0% | +155.9% | -146.9% | -5.4% |
| 1Y | +4.9% | +300.8% | -295.8% | -12.4% |
| 3Y | +46.2% | +1,981.6% | -1,935.4% | -4.9% |
| All | +62.4% | +352.8% | -290.4% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling