+762.7%
AXTI vs ALL
+377.9%
+384.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +7.6% | +5.0% | +2.6% | +6.5% |
| 30D | -32.1% | +13.3% | -45.4% | -34.2% |
| 3M | -46.0% | +3.2% | -49.2% | -46.8% |
| 6M | -65.7% | +25.3% | -91.0% | -69.0% |
| YTD | +155.9% | +30.5% | +125.4% | +125.6% |
| 1Y | +300.8% | +29.2% | +271.6% | +254.1% |
| 3Y | +1,981.6% | +119.1% | +1,862.5% | +1,330.8% |
| 5Y | +359.3% | +162.6% | +196.7% | +176.1% |
| All | +762.7% | +377.9% | +384.7% | +328.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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