+32.9%
ALLE vs AXTX
-89.0%
+121.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -15.1% | +16.9% | +1.4% |
| 7D | +6.7% | -48.4% | +55.0% | +5.4% |
| 30D | +25.4% | -74.7% | +100.1% | +23.2% |
| 3M | +16.9% | -67.9% | +84.8% | +16.5% |
| 6M | +46.6% | -94.1% | +140.7% | +43.5% |
| All | +32.9% | -89.0% | +121.9% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 1y: compounded portfolio wealth divided by compounded AXTX 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…
1y analysis · Full analysis span regression · 6 months rolling