-25.7%
NOW vs AXTI
+359.4%
-385.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.4% | -9.6% | +0.3% |
| 7D | -3.1% | -11.0% | +7.9% | -2.7% |
| 30D | -27.0% | -37.3% | +10.3% | -25.8% |
| 3M | -17.7% | -51.6% | +33.8% | -15.9% |
| 6M | +12.7% | -63.1% | +75.8% | +15.4% |
| YTD | -32.9% | +162.4% | -195.4% | -44.1% |
| 1Y | -40.4% | +353.6% | -394.0% | -53.6% |
| 3Y | -17.1% | +1,972.9% | -1,990.0% | -55.8% |
| 5Y | -25.7% | +370.0% | -395.7% | -34.3% |
| All | -25.7% | +359.4% | -385.1% | -34.3% |
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 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