+1,924.6%
NOW vs AXTI
+905.4%
+1,019.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.4% | +5.3% | -2.3% |
| 7D | -8.7% | -23.4% | +14.7% | -6.8% |
| 30D | -29.3% | -42.6% | +13.3% | -26.2% |
| 3M | -21.8% | -46.7% | +24.9% | -19.1% |
| 6M | +9.2% | -66.2% | +75.5% | +14.0% |
| YTD | -35.0% | +140.4% | -175.4% | -50.0% |
| 1Y | -42.5% | +276.5% | -319.0% | -58.9% |
| 3Y | -21.5% | +1,885.4% | -1,906.9% | -63.6% |
| 5Y | -25.8% | +350.3% | -376.1% | -55.9% |
| 10Y | +506.3% | +702.2% | -195.9% | +178.0% |
| All | +1,924.6% | +905.4% | +1,019.2% | +738.0% |
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