+743.4%
AXTI vs AIG
+53.2%
+690.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +5.1% | -1.2% | +6.2% | +5.5% |
| 30D | -17.5% | -1.1% | -16.4% | -17.4% |
| 3M | -26.7% | +0.7% | -27.4% | -28.1% |
| 6M | +36.8% | -2.2% | +38.9% | +35.2% |
| YTD | +296.1% | -10.8% | +307.0% | +309.9% |
| 1Y | +1,810.6% | -2.0% | +1,812.6% | +1,755.3% |
| 3Y | +2,587.6% | +34.8% | +2,552.7% | +2,080.8% |
| All | +743.4% | +53.2% | +690.2% | +529.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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