+115.1%
NOK vs AXTI
+614.9%
-499.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.1% | +4.7% | +4.8% |
| 7D | +11.0% | +5.1% | +5.9% | +10.4% |
| 30D | +7.8% | -17.5% | +25.3% | +9.5% |
| 3M | -21.0% | -26.7% | +5.7% | -20.6% |
| 6M | +40.9% | +36.8% | +4.1% | +32.7% |
| YTD | +72.0% | +296.1% | -224.1% | +47.3% |
| 1Y | +140.9% | +1,810.6% | -1,669.7% | +82.2% |
| 3Y | +194.3% | +2,587.6% | -2,393.3% | +96.2% |
| All | +115.1% | +614.9% | -499.8% | +68.6% |
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