+309.2%
AXTI vs A
+442.2%
-133.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.7% | +15.5% | +14.1% |
| 7D | +24.0% | -2.1% | +26.0% | +25.0% |
| 30D | -21.5% | +0.6% | -22.1% | -22.0% |
| 3M | -23.4% | +10.9% | -34.3% | -27.7% |
| 6M | +114.9% | +28.2% | +86.7% | +85.6% |
| YTD | +325.4% | +8.6% | +316.9% | +296.7% |
| 1Y | +2,136.7% | +15.5% | +2,121.1% | +1,921.9% |
| 3Y | +2,835.0% | +31.8% | +2,803.2% | +2,375.2% |
| 5Y | +652.8% | -14.9% | +667.7% | +669.4% |
| 10Y | +1,513.9% | +237.8% | +1,276.1% | +801.8% |
| All | +309.2% | +442.2% | -133.1% | +59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling