+138.3%
ADI vs AXTI
+614.9%
-476.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.7% | +4.8% |
| 7D | +4.6% | +5.1% | -0.5% | +3.9% |
| 30D | -1.2% | -17.5% | +16.3% | +0.3% |
| 3M | -7.8% | -26.7% | +18.9% | -7.5% |
| 6M | +19.3% | +36.8% | -17.4% | +7.3% |
| YTD | +40.9% | +296.1% | -255.2% | +7.6% |
| 1Y | +54.5% | +1,810.6% | -1,756.1% | -6.6% |
| 3Y | +123.4% | +2,587.6% | -2,464.1% | +11.3% |
| All | +138.3% | +614.9% | -476.6% | +52.3% |
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