+567.1%
AXTI vs ALLE
+17.8%
+549.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.0% | +8.7% | +9.2% |
| 7D | +5.1% | -0.2% | +5.4% | +5.3% |
| 30D | -10.2% | -6.8% | -3.4% | -6.7% |
| 3M | -41.8% | +21.0% | -62.9% | -48.5% |
| 6M | +57.5% | +1.1% | +56.4% | +55.5% |
| YTD | +277.0% | -0.5% | +277.5% | +274.3% |
| 1Y | +1,982.4% | -7.3% | +1,989.7% | +2,054.7% |
| 3Y | +2,234.8% | +42.3% | +2,192.6% | +1,647.8% |
| All | +567.1% | +17.8% | +549.3% | +457.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling