+652.8%
AXTI vs ACGL
+158.6%
+494.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.4% | +15.3% | +12.9% |
| 7D | +24.0% | -2.9% | +26.9% | +24.1% |
| 30D | -21.5% | -2.8% | -18.7% | -21.4% |
| 3M | -23.4% | +6.8% | -30.2% | -25.0% |
| 6M | +114.9% | -1.5% | +116.4% | +112.6% |
| YTD | +325.4% | -0.2% | +325.7% | +318.3% |
| 1Y | +2,136.7% | +5.3% | +2,131.4% | +2,061.8% |
| 3Y | +2,835.0% | +30.3% | +2,804.7% | +2,553.9% |
| 5Y | +652.8% | +151.8% | +501.0% | +432.1% |
| All | +652.8% | +158.6% | +494.2% | +432.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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