+2,835.0%
AXTI vs ALK
+1.7%
+2,833.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.1% | +15.9% | +13.5% |
| 7D | +24.0% | +0.1% | +23.8% | +23.8% |
| 30D | -21.5% | -18.5% | -3.0% | -18.0% |
| 3M | -23.4% | -3.6% | -19.8% | -23.0% |
| 6M | +114.9% | -3.7% | +118.6% | +112.6% |
| YTD | +325.4% | -19.0% | +344.4% | +339.4% |
| 1Y | +2,136.7% | -36.0% | +2,172.7% | +2,342.5% |
| 3Y | +2,835.0% | +2.3% | +2,832.7% | +2,666.0% |
| All | +2,835.0% | +1.7% | +2,833.3% | +2,666.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 3y: compounded portfolio wealth divided by compounded ALK 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…
3y analysis · Full analysis span regression · 6 months rolling