+8,552.4%
SHOP vs AXTI
+1,650.6%
+6,901.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.8% |
| 7D | -1.2% | +7.6% | -8.8% | -2.6% |
| 30D | -14.7% | -32.1% | +17.3% | -11.0% |
| 3M | -7.2% | -46.0% | +38.8% | -1.8% |
| 6M | +54.2% | -65.7% | +119.9% | +64.5% |
| YTD | -8.6% | +155.9% | -164.5% | -41.2% |
| 1Y | +0.5% | +300.8% | -300.3% | -42.2% |
| 3Y | +135.9% | +1,981.6% | -1,845.6% | -25.9% |
| 5Y | -11.9% | +359.3% | -371.2% | -60.5% |
| 10Y | +3,608.8% | +780.8% | +2,827.9% | +1,181.7% |
| All | +8,552.4% | +1,650.6% | +6,901.7% | +2,936.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling