+2.6%
NOW vs AXTI
+624.6%
-621.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +12.8% | -17.8% | -5.6% |
| 7D | -6.1% | +24.0% | -30.1% | -7.1% |
| 30D | +7.5% | -21.5% | +28.9% | +8.1% |
| 3M | +17.5% | -23.4% | +40.9% | +17.4% |
| 6M | +7.9% | +114.9% | -107.0% | -2.8% |
| YTD | -12.4% | +325.4% | -337.8% | -28.1% |
| 1Y | -28.6% | +2,136.7% | -2,165.2% | -52.3% |
| 3Y | +11.8% | +2,835.0% | -2,823.2% | -38.7% |
| 5Y | +2.6% | +652.8% | -650.2% | -21.3% |
| All | +2.6% | +624.6% | -621.9% | -21.3% |
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