+1,346.4%
MU vs AXTI
+651.5%
+694.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +2.9% |
| 7D | +7.5% | +21.0% | -13.5% | +3.1% |
| 30D | +19.4% | -6.6% | +26.0% | +20.0% |
| 3M | +9.8% | -12.1% | +21.9% | +7.8% |
| 6M | +164.1% | +78.7% | +85.4% | +111.6% |
| YTD | +260.3% | +321.5% | -61.2% | +126.6% |
| 1Y | +661.2% | +2,166.8% | -1,505.6% | +221.7% |
| 3Y | +1,380.8% | +2,807.6% | -1,426.8% | +398.6% |
| 5Y | +1,346.4% | +651.5% | +694.9% | +585.4% |
| All | +1,346.4% | +651.5% | +694.9% | +585.4% |
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 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