+2,993.7%
SHOP vs AXTI
+1,483.6%
+1,510.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -11.2% | +5.1% | -16.3% | -12.2% |
| 30D | -14.4% | -17.5% | +3.1% | -13.0% |
| 3M | +16.6% | -26.7% | +43.3% | +15.0% |
| 6M | -0.6% | +36.8% | -37.3% | -19.0% |
| YTD | -20.0% | +296.1% | -316.1% | -51.1% |
| 1Y | -11.2% | +1,810.6% | -1,821.8% | -63.0% |
| 3Y | +99.5% | +2,587.6% | -2,488.1% | -38.6% |
| 5Y | -13.2% | +601.7% | -615.0% | -63.4% |
| All | +2,993.7% | +1,483.6% | +1,510.1% | +888.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling