-33.3%
ORCL vs AXTI
-60.3%
+27.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +19.5% | -10.7% | +5.1% |
| 7D | +3.8% | -1.2% | +5.0% | +3.2% |
| 30D | -6.6% | -24.2% | +17.7% | -3.0% |
| 3M | -11.4% | -36.3% | +24.9% | -7.2% |
| 6M | -33.3% | -62.7% | +29.4% | -30.2% |
| All | -33.3% | -60.3% | +27.0% | -30.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling