+1,470.4%
AXTI vs AG
+73.4%
+1,397.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.9% | -1.2% | -5.0% |
| 7D | +15.1% | -5.8% | +20.9% | +16.6% |
| 30D | -12.3% | +6.4% | -18.7% | -13.7% |
| 3M | -24.1% | +28.4% | -52.5% | -28.0% |
| 6M | +46.0% | -24.5% | +70.5% | +53.7% |
| YTD | +295.7% | +21.2% | +274.5% | +271.4% |
| 1Y | +1,825.6% | +114.1% | +1,711.5% | +1,515.4% |
| 3Y | +2,630.0% | +268.0% | +2,361.9% | +1,891.2% |
| 5Y | +601.0% | +67.3% | +533.6% | +457.6% |
| All | +1,470.4% | +73.4% | +1,397.0% | +1,132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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