+601.0%
AXTI vs ALL
+113.6%
+487.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -6.2% |
| 7D | +15.1% | -4.3% | +19.4% | +14.8% |
| 30D | -12.3% | -3.6% | -8.7% | -12.4% |
| 3M | -24.1% | +13.2% | -37.3% | -25.2% |
| 6M | +46.0% | +22.5% | +23.6% | +42.3% |
| YTD | +295.7% | +22.7% | +273.0% | +284.1% |
| 1Y | +1,825.6% | +28.3% | +1,797.3% | +1,749.4% |
| 3Y | +2,630.0% | +152.0% | +2,477.9% | +2,178.6% |
| 5Y | +601.0% | +115.4% | +485.5% | +451.6% |
| All | +601.0% | +113.6% | +487.4% | +451.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling