+4,349.1%
ADI vs AXTI
+562.5%
+3,786.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +12.8% | -12.6% | -1.8% |
| 7D | +2.4% | +24.0% | -21.5% | -1.2% |
| 30D | -6.6% | -21.5% | +14.9% | -4.0% |
| 3M | -9.8% | -23.4% | +13.6% | -10.5% |
| 6M | +15.7% | +114.9% | -99.2% | -8.9% |
| YTD | +35.1% | +325.4% | -290.3% | -9.2% |
| 1Y | +47.7% | +2,136.7% | -2,089.0% | -27.9% |
| 3Y | +114.5% | +2,835.0% | -2,720.6% | -15.4% |
| 5Y | +141.2% | +652.8% | -511.6% | +16.2% |
| 10Y | +611.3% | +1,513.9% | -902.6% | +156.1% |
| All | +4,349.1% | +562.5% | +3,786.6% | +999.1% |
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 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