+983.2%
MSTR vs AXTI
+287.0%
+696.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -7.3% | +0.8% | -5.1% |
| 7D | -11.5% | +18.6% | -30.1% | -14.8% |
| 30D | -24.8% | -32.6% | +7.8% | -20.2% |
| 3M | +20.6% | -44.5% | +65.2% | +30.3% |
| 6M | -38.0% | -64.6% | +26.6% | -31.5% |
| YTD | -24.7% | +166.3% | -191.0% | -49.2% |
| 1Y | -49.1% | +296.5% | -345.6% | -68.6% |
| 3Y | +124.7% | +2,099.0% | -1,974.3% | -18.6% |
| 5Y | +40.9% | +377.9% | -337.0% | -31.1% |
| 10Y | +481.5% | +816.6% | -335.1% | +119.4% |
| All | +983.2% | +287.0% | +696.1% | +218.3% |
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 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