+1,560.5%
AXTI vs ALLE
+146.0%
+1,414.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | +0.6% |
| 7D | +21.0% | -2.2% | +23.2% | +22.5% |
| 30D | -6.6% | -8.3% | +1.7% | -2.2% |
| 3M | -12.1% | +16.3% | -28.3% | -20.6% |
| 6M | +78.7% | +1.8% | +76.9% | +72.9% |
| YTD | +321.5% | -3.9% | +325.4% | +321.4% |
| 1Y | +2,166.8% | -10.0% | +2,176.8% | +2,248.9% |
| 3Y | +2,807.6% | +45.8% | +2,761.8% | +2,092.0% |
| 5Y | +651.5% | +13.3% | +638.2% | +551.1% |
| 10Y | +1,560.5% | +155.3% | +1,405.2% | +801.4% |
| All | +1,560.5% | +146.0% | +1,414.5% | +801.4% |
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