+165.6%
NOK vs AXTI
+556.3%
-390.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +1.2% |
| 7D | +9.3% | +21.0% | -11.7% | +6.6% |
| 30D | +17.9% | -6.6% | +24.5% | +18.3% |
| 3M | -22.3% | -12.1% | -10.3% | -23.2% |
| 6M | +36.4% | +78.7% | -42.3% | +18.9% |
| YTD | +66.3% | +321.5% | -255.2% | +26.3% |
| 1Y | +134.4% | +2,166.8% | -2,032.4% | +39.8% |
| 3Y | +186.6% | +2,807.6% | -2,621.0% | +44.1% |
| 5Y | +102.7% | +651.5% | -548.8% | +18.3% |
| 10Y | +129.8% | +1,560.5% | -1,430.7% | +3.1% |
| All | +165.6% | +556.3% | -390.7% | -22.2% |
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