+113.8%
MSTR vs AXTI
+624.6%
-510.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +12.8% | -17.2% | -6.9% |
| 7D | +9.3% | +24.0% | -14.6% | +4.4% |
| 30D | +36.5% | -21.5% | +58.0% | +40.9% |
| 3M | +7.3% | -23.4% | +30.7% | +6.6% |
| 6M | +2.2% | +114.9% | -112.7% | -24.7% |
| YTD | -10.2% | +325.4% | -335.6% | -46.7% |
| 1Y | -58.6% | +2,136.7% | -2,195.3% | -84.6% |
| 3Y | +283.2% | +2,835.0% | -2,551.8% | +1.8% |
| 5Y | +113.8% | +652.8% | -539.0% | -0.3% |
| All | +113.8% | +624.6% | -510.8% | -0.3% |
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