+554.7%
AXTI vs AA
+74.4%
+480.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.5% | +9.3% | +11.6% |
| 7D | +24.0% | +1.7% | +22.3% | +23.3% |
| 30D | -21.5% | +3.3% | -24.8% | -22.5% |
| 3M | -23.4% | -29.4% | +6.0% | -13.4% |
| 6M | +114.9% | -12.8% | +127.7% | +122.1% |
| YTD | +325.4% | -2.1% | +327.6% | +323.9% |
| 1Y | +2,136.7% | +62.8% | +2,073.9% | +1,774.4% |
| 3Y | +2,835.0% | +90.5% | +2,744.5% | +2,153.0% |
| 5Y | +652.8% | +19.1% | +633.7% | +513.0% |
| 10Y | +1,513.9% | +124.8% | +1,389.1% | +780.1% |
| All | +554.7% | +74.4% | +480.2% | +161.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling