+2,771.1%
NOW vs AXTI
+1,476.5%
+1,294.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +9.7% | -12.7% | -3.8% |
| 7D | -2.4% | +5.1% | -7.5% | -2.9% |
| 30D | +20.5% | -10.2% | +30.7% | +20.3% |
| 3M | +18.3% | -41.8% | +60.2% | +20.3% |
| 6M | +24.1% | +57.5% | -33.5% | +7.6% |
| YTD | -7.8% | +277.0% | -284.8% | -31.0% |
| 1Y | -21.4% | +1,982.4% | -2,003.8% | -55.1% |
| 3Y | +19.5% | +2,234.8% | -2,215.3% | -43.1% |
| 5Y | +4.1% | +528.3% | -524.3% | -39.0% |
| 10Y | +826.4% | +1,310.5% | -484.1% | +302.9% |
| All | +2,771.1% | +1,476.5% | +1,294.7% | +1,057.5% |
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 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