-15.7%
SHOP vs AXTI
+651.5%
-667.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.5% | -5.3% |
| 7D | -10.6% | +21.0% | -31.6% | -13.1% |
| 30D | -18.3% | -6.6% | -11.7% | -18.5% |
| 3M | +14.8% | -12.1% | +26.9% | +10.9% |
| 6M | -5.0% | +78.7% | -83.7% | -24.7% |
| YTD | -21.2% | +321.5% | -342.7% | -50.7% |
| 1Y | -11.6% | +2,166.8% | -2,178.4% | -63.4% |
| 3Y | +101.2% | +2,807.6% | -2,706.4% | -40.9% |
| 5Y | -15.7% | +651.5% | -667.2% | -58.8% |
| All | -15.7% | +651.5% | -667.2% | -58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling