+601.0%
AXTI vs A
-16.6%
+617.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.0% | -5.6% |
| 7D | +15.1% | -4.6% | +19.7% | +17.6% |
| 30D | -12.3% | -4.3% | -8.0% | -10.6% |
| 3M | -24.1% | +8.9% | -33.1% | -27.8% |
| 6M | +46.0% | +24.5% | +21.5% | +26.0% |
| YTD | +295.7% | +5.8% | +289.9% | +277.0% |
| 1Y | +1,825.6% | +16.2% | +1,809.4% | +1,626.1% |
| 3Y | +2,630.0% | +28.5% | +2,601.5% | +2,163.8% |
| 5Y | +601.0% | -16.3% | +617.3% | +766.4% |
| All | +601.0% | -16.6% | +617.5% | +766.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling