+0.4%
SHOP vs AXTI
+108.6%
-108.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +12.8% | -20.4% | -7.2% |
| 7D | -4.1% | +24.0% | -28.1% | -3.4% |
| 30D | -11.5% | -21.5% | +9.9% | -11.8% |
| 3M | +21.1% | -23.4% | +44.4% | +23.1% |
| All | +0.4% | +108.6% | -108.1% | +1.1% |
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