+514.0%
NOW vs AXTI
+771.7%
-257.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.9% | +5.5% | +1.9% |
| 7D | +0.3% | +7.6% | -7.3% | -0.5% |
| 30D | -27.0% | -32.1% | +5.1% | -25.1% |
| 3M | -19.6% | -46.0% | +26.3% | -17.2% |
| 6M | +17.5% | -65.7% | +83.1% | +22.3% |
| YTD | -33.3% | +155.9% | -189.2% | -48.7% |
| 1Y | -39.8% | +300.8% | -340.6% | -56.9% |
| 3Y | -19.9% | +1,981.6% | -2,001.5% | -62.7% |
| 5Y | -26.1% | +359.3% | -385.3% | -55.2% |
| All | +514.0% | +771.7% | -257.7% | +182.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling