+1,470.4%
AXTI vs ALLY
+190.4%
+1,280.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.8% | -6.9% | -6.5% |
| 7D | +15.1% | -3.3% | +18.4% | +16.8% |
| 30D | -12.3% | -4.1% | -8.3% | -10.7% |
| 3M | -24.1% | +1.4% | -25.5% | -24.8% |
| 6M | +46.0% | +14.4% | +31.7% | +33.0% |
| YTD | +295.7% | -4.9% | +300.6% | +297.0% |
| 1Y | +1,825.6% | +5.5% | +1,820.1% | +1,739.9% |
| 3Y | +2,630.0% | +66.0% | +2,563.9% | +2,000.4% |
| 5Y | +601.0% | -2.4% | +603.3% | +564.8% |
| All | +1,470.4% | +190.4% | +1,280.0% | +923.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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