+456.7%
AXTI vs AJG
+19.3%
+437.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.5% | -12.8% | +2.2% |
| 7D | -26.2% | +10.7% | -36.9% | -10.4% |
| 30D | -45.1% | +26.9% | -72.0% | -13.9% |
| 3M | -27.2% | +16.6% | -43.7% | +3.6% |
| 6M | -55.2% | +40.1% | -95.3% | -18.1% |
| YTD | +190.8% | +12.4% | +178.3% | +390.1% |
| 1Y | +456.7% | +15.9% | +440.8% | +817.5% |
| All | +456.7% | +19.3% | +437.3% | +817.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1y: compounded portfolio wealth divided by compounded AJG 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…
1y analysis · Full analysis span regression · 6 months rolling