+956.8%
MSTR vs AXTI
+271.9%
+684.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.9% | +1.5% | -1.7% |
| 7D | -13.4% | +7.6% | -21.0% | -15.1% |
| 30D | -22.1% | -32.1% | +10.0% | -17.4% |
| 3M | +15.0% | -46.0% | +60.9% | +24.8% |
| 6M | -37.3% | -65.7% | +28.4% | -30.3% |
| YTD | -26.5% | +155.9% | -182.4% | -50.1% |
| 1Y | -46.5% | +300.8% | -347.2% | -67.1% |
| 3Y | +121.1% | +1,981.6% | -1,860.5% | -19.0% |
| 5Y | +37.5% | +359.3% | -321.8% | -32.3% |
| 10Y | +467.3% | +780.8% | -313.5% | +115.7% |
| All | +956.8% | +271.9% | +684.8% | +212.9% |
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