+2,556.9%
AXTI vs ALLE
+260.9%
+2,296.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.8% |
| 3M | -41.8% | +21.0% | -62.9% | -48.2% |
| 6M | +57.5% | +1.1% | +56.4% | +53.9% |
| YTD | +277.0% | -0.5% | +277.5% | +270.5% |
| 1Y | +1,982.4% | -7.3% | +1,989.7% | +2,020.2% |
| 3Y | +2,234.8% | +42.3% | +2,192.6% | +1,747.1% |
| 5Y | +528.3% | +13.5% | +514.9% | +452.5% |
| 10Y | +1,310.5% | +144.0% | +1,166.5% | +784.6% |
| All | +2,556.9% | +260.9% | +2,296.0% | +1,410.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling