+7,788.2%
SHOP vs AXTI
+2,810.5%
+4,977.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +12.8% | -20.4% | -9.5% |
| 7D | -4.1% | +24.0% | -28.1% | -7.5% |
| 30D | -11.5% | -21.5% | +9.9% | -9.7% |
| 3M | +21.1% | -23.4% | +44.4% | +18.4% |
| 6M | +3.0% | +114.9% | -111.9% | -23.1% |
| YTD | -16.7% | +325.4% | -342.1% | -49.1% |
| 1Y | -8.3% | +2,136.7% | -2,144.9% | -62.3% |
| 3Y | +112.8% | +2,835.0% | -2,722.2% | -33.8% |
| 5Y | -9.3% | +652.8% | -662.1% | -61.5% |
| 10Y | +3,003.4% | +1,513.9% | +1,489.5% | +911.0% |
| All | +7,788.2% | +2,810.5% | +4,977.8% | +2,526.6% |
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