+652.8%
AXTI vs ALLE
+17.0%
+635.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.7% | +13.5% | +13.2% |
| 7D | +24.0% | +2.8% | +21.2% | +22.2% |
| 30D | -21.5% | -7.6% | -13.8% | -18.1% |
| 3M | -23.4% | +22.8% | -46.1% | -32.7% |
| 6M | +114.9% | +4.6% | +110.3% | +106.9% |
| YTD | +325.4% | -1.2% | +326.7% | +323.8% |
| 1Y | +2,136.7% | -9.1% | +2,145.8% | +2,243.3% |
| 3Y | +2,835.0% | +50.0% | +2,785.0% | +2,016.8% |
| 5Y | +652.8% | +15.2% | +637.6% | +531.1% |
| All | +652.8% | +17.0% | +635.8% | +531.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling