+283.2%
MSTR vs AXTI
+2,786.3%
-2,503.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +12.8% | -17.2% | -6.2% |
| 7D | +9.3% | +24.0% | -14.6% | +5.8% |
| 30D | +36.5% | -21.5% | +58.0% | +39.7% |
| 3M | +7.3% | -23.4% | +30.7% | +7.1% |
| 6M | +2.2% | +114.9% | -112.7% | -16.0% |
| YTD | -10.2% | +325.4% | -335.6% | -35.4% |
| 1Y | -58.6% | +2,136.7% | -2,195.3% | -77.7% |
| 3Y | +283.2% | +2,835.0% | -2,551.8% | +98.5% |
| All | +283.2% | +2,786.3% | -2,503.1% | +98.5% |
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 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