+2,460.1%
AXTI vs AGG
+96.0%
+2,364.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -1.1% | +6.1% | +5.6% |
| 30D | -17.5% | -1.1% | -16.3% | -17.0% |
| 3M | -26.7% | -1.9% | -24.8% | -26.0% |
| 6M | +36.8% | -1.7% | +38.5% | +38.0% |
| YTD | +296.1% | -1.3% | +297.4% | +298.4% |
| 1Y | +1,810.6% | -0.7% | +1,811.4% | +1,815.2% |
| 3Y | +2,587.6% | +12.5% | +2,575.1% | +2,416.8% |
| 5Y | +601.7% | -2.5% | +604.2% | +590.6% |
| 10Y | +1,460.7% | +14.2% | +1,446.5% | +1,364.5% |
| All | +2,460.1% | +96.0% | +2,364.1% | +1,466.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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