+743.4%
AXTI vs AA
+1.1%
+742.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -3.4% | +8.5% | +6.7% |
| 30D | -17.5% | -5.8% | -11.7% | -15.2% |
| 3M | -26.7% | -29.9% | +3.2% | -16.0% |
| 6M | +36.8% | -27.0% | +63.8% | +51.0% |
| YTD | +296.1% | -8.7% | +304.9% | +304.6% |
| 1Y | +1,810.6% | +50.6% | +1,760.0% | +1,536.2% |
| 3Y | +2,587.6% | +74.1% | +2,513.5% | +2,051.4% |
| All | +743.4% | +1.1% | +742.3% | +656.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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