+1,378.8%
AXTI vs ACI
+21.2%
+1,357.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | +0.5% |
| 7D | +5.1% | -3.7% | +8.8% | +4.6% |
| 30D | -17.5% | +0.6% | -18.0% | -17.3% |
| 3M | -26.7% | -20.3% | -6.4% | -27.3% |
| 6M | +36.8% | -24.7% | +61.4% | +35.1% |
| YTD | +296.1% | -27.2% | +323.4% | +290.2% |
| 1Y | +1,810.6% | -32.7% | +1,843.3% | +1,788.8% |
| 3Y | +2,587.6% | -43.9% | +2,631.5% | +2,607.5% |
| 5Y | +601.7% | -38.9% | +640.6% | +588.7% |
| All | +1,378.8% | +21.2% | +1,357.6% | +1,325.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling