+1,472.1%
AXTI vs AGI
+392.3%
+1,079.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | +5.1% | -2.7% | +7.8% | +5.5% |
| 30D | -17.5% | +7.2% | -24.7% | -18.4% |
| 3M | -26.7% | +4.3% | -30.9% | -27.3% |
| 6M | +36.8% | -27.1% | +63.9% | +42.2% |
| YTD | +296.1% | -6.6% | +302.8% | +295.8% |
| 1Y | +1,810.6% | +9.5% | +1,801.1% | +1,770.6% |
| 3Y | +2,587.6% | +208.4% | +2,379.1% | +2,181.6% |
| 5Y | +601.7% | +401.6% | +200.1% | +464.1% |
| All | +1,472.1% | +392.3% | +1,079.7% | +1,207.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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