-49.5%
ORCL vs AXTI
+504.8%
-554.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.4% | +5.4% | -1.1% |
| 7D | -14.4% | -26.2% | +11.8% | -11.3% |
| 30D | -12.8% | -45.1% | +32.3% | -7.1% |
| 3M | -14.8% | -27.2% | +12.4% | -13.0% |
| 6M | -30.9% | -55.2% | +24.3% | -28.8% |
| YTD | -35.7% | +190.8% | -226.4% | -44.8% |
| 1Y | -49.5% | +456.7% | -506.2% | -63.9% |
| All | -49.5% | +504.8% | -554.3% | -63.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling