+889.8%
NVDA vs AXTI
+614.9%
+274.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -5.1% | +5.1% | -10.2% | -6.0% |
| 30D | -2.5% | -17.5% | +15.0% | -0.5% |
| 3M | +6.7% | -26.7% | +33.4% | +7.0% |
| 6M | +17.6% | +36.8% | -19.2% | -0.2% |
| YTD | +17.3% | +296.1% | -278.8% | -22.4% |
| 1Y | +23.5% | +1,810.6% | -1,787.1% | -42.6% |
| 3Y | +384.6% | +2,587.6% | -2,202.9% | +62.6% |
| All | +889.8% | +614.9% | +274.9% | +456.3% |
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