+3,668.4%
MSFT vs AXTI
+562.5%
+3,106.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +12.8% | -14.0% | -2.3% |
| 7D | -1.4% | +24.0% | -25.4% | -3.4% |
| 30D | -1.0% | -21.5% | +20.5% | +0.2% |
| 3M | +20.2% | -23.4% | +43.6% | +19.2% |
| 6M | +21.3% | +114.9% | -93.6% | +6.0% |
| YTD | +2.8% | +325.4% | -322.7% | -17.7% |
| 1Y | 0.0% | +2,136.7% | -2,136.7% | -32.8% |
| 3Y | +51.2% | +2,835.0% | -2,783.8% | -10.0% |
| 5Y | +71.4% | +652.8% | -581.4% | +13.8% |
| 10Y | +868.6% | +1,513.9% | -645.3% | +443.5% |
| All | +3,668.4% | +562.5% | +3,106.0% | +1,558.5% |
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