+1,253.6%
AXTI vs ALC
+17.1%
+1,236.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.7% | -3.4% | -5.1% |
| 7D | +15.1% | -7.7% | +22.8% | +18.5% |
| 30D | -12.3% | -11.7% | -0.6% | -8.4% |
| 3M | -24.1% | +0.7% | -24.8% | -26.6% |
| 6M | +46.0% | -17.1% | +63.1% | +53.2% |
| YTD | +295.7% | -15.1% | +310.9% | +307.1% |
| 1Y | +1,825.6% | -14.1% | +1,839.7% | +1,863.5% |
| 3Y | +2,630.0% | -18.2% | +2,648.1% | +2,617.1% |
| 5Y | +601.0% | -19.2% | +620.1% | +596.1% |
| All | +1,253.6% | +17.1% | +1,236.5% | +938.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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