+888.8%
AXTI vs ALLE
+212.2%
+676.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +0.8% | +18.6% | +19.0% |
| 7D | -1.2% | -0.8% | -0.4% | -0.2% |
| 30D | -24.2% | +27.4% | -51.6% | -34.2% |
| 3M | -36.3% | +13.8% | -50.2% | -41.5% |
| 6M | -62.7% | +45.5% | -108.2% | -70.8% |
| YTD | +187.3% | +21.4% | +165.9% | +149.6% |
| 1Y | +344.8% | +15.4% | +329.4% | +298.8% |
| 3Y | +2,272.2% | +91.7% | +2,180.5% | +1,418.4% |
| 5Y | +419.6% | +54.5% | +365.1% | +274.4% |
| 10Y | +888.8% | +210.5% | +678.3% | +391.6% |
| All | +888.8% | +212.2% | +676.7% | +391.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling