+743.4%
AXTI vs AG
+63.6%
+679.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +1.0% |
| 7D | +5.1% | -6.7% | +11.8% | +7.3% |
| 30D | -17.5% | +2.2% | -19.6% | -18.2% |
| 3M | -26.7% | +15.7% | -42.4% | -29.6% |
| 6M | +36.8% | -23.8% | +60.6% | +45.8% |
| YTD | +296.1% | +17.6% | +278.5% | +263.7% |
| 1Y | +1,810.6% | +88.6% | +1,722.0% | +1,439.1% |
| 3Y | +2,587.6% | +253.4% | +2,334.1% | +1,636.0% |
| All | +743.4% | +63.6% | +679.7% | +557.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling