+790.9%
NOW vs AXTI
+1,517.6%
-726.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -4.1% | +21.0% | -25.1% | -5.8% |
| 30D | +2.9% | -6.6% | +9.5% | +2.6% |
| 3M | +22.6% | -12.1% | +34.6% | +19.8% |
| 6M | +7.5% | +78.7% | -71.2% | -6.7% |
| YTD | -14.4% | +321.5% | -335.9% | -35.8% |
| 1Y | -29.8% | +2,166.8% | -2,196.6% | -59.4% |
| 3Y | +9.2% | +2,807.6% | -2,798.3% | -48.5% |
| 5Y | +0.8% | +651.5% | -650.6% | -40.7% |
| 10Y | +790.9% | +1,560.5% | -769.5% | +303.3% |
| All | +790.9% | +1,517.6% | -726.7% | +303.3% |
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 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