-4.9%
SHOP vs AXTI
+504.8%
-509.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -7.4% | +14.7% | +7.3% |
| 7D | -9.0% | -26.2% | +17.1% | -9.0% |
| 30D | -4.4% | -45.1% | +40.7% | -4.6% |
| 3M | +24.1% | -27.2% | +51.3% | +24.1% |
| 6M | +20.0% | -55.2% | +75.1% | +20.9% |
| YTD | -4.9% | +190.8% | -195.7% | -14.6% |
| 1Y | -4.9% | +456.7% | -461.6% | -27.4% |
| All | -4.9% | +504.8% | -509.7% | -27.4% |
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