-42.3%
MSTR vs AXTI
+504.8%
-547.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -7.4% | +12.5% | +6.1% |
| 7D | -1.8% | -26.2% | +24.4% | +2.1% |
| 30D | -13.3% | -45.1% | +31.8% | -6.7% |
| 3M | +46.0% | -27.2% | +73.1% | +49.1% |
| 6M | -22.4% | -55.2% | +32.7% | -18.2% |
| YTD | -6.2% | +190.8% | -197.0% | -29.9% |
| 1Y | -42.3% | +456.7% | -499.0% | -66.4% |
| All | -42.3% | +504.8% | -547.1% | -66.4% |
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