+96.4%
SHOP vs AXTI
+2,795.4%
-2,699.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.5% | -5.4% |
| 7D | -10.6% | +21.0% | -31.6% | -12.0% |
| 30D | -18.3% | -6.6% | -11.7% | -18.4% |
| 3M | +14.8% | -12.1% | +26.9% | +13.0% |
| 6M | -5.0% | +78.7% | -83.7% | -17.1% |
| YTD | -21.2% | +321.5% | -342.7% | -40.7% |
| 1Y | -11.6% | +2,166.8% | -2,178.4% | -48.7% |
| All | +96.4% | +2,795.4% | -2,699.0% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling