+1,314.2%
AAOI vs AXTI
+614.9%
+699.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | +5.1% | -5.2% | -1.9% |
| 30D | -23.7% | -17.5% | -6.2% | -18.6% |
| 3M | -39.0% | -26.7% | -12.3% | -34.2% |
| 6M | -17.0% | +36.8% | -53.8% | -26.1% |
| YTD | +202.2% | +296.1% | -93.9% | +102.7% |
| 1Y | +292.4% | +1,810.6% | -1,518.2% | +85.8% |
| 3Y | +804.4% | +2,587.6% | -1,783.2% | +269.9% |
| All | +1,314.2% | +614.9% | +699.3% | +676.2% |
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