+1,472.1%
AXTI vs A
+256.4%
+1,215.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -1.5% |
| 7D | +5.1% | -2.6% | +7.7% | +6.6% |
| 30D | -17.5% | -0.9% | -16.6% | -17.3% |
| 3M | -26.7% | +13.6% | -40.3% | -32.9% |
| 6M | +36.8% | +27.8% | +8.9% | +11.8% |
| YTD | +296.1% | +8.6% | +287.5% | +261.6% |
| 1Y | +1,810.6% | +16.9% | +1,793.7% | +1,551.0% |
| 3Y | +2,587.6% | +32.9% | +2,554.6% | +1,956.3% |
| 5Y | +601.7% | -14.1% | +615.8% | +625.5% |
| All | +1,472.1% | +256.4% | +1,215.7% | +471.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling