+797.7%
AXTI vs ALLY
+172.1%
+625.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.7% | -6.6% | -6.9% |
| 7D | +18.6% | -2.1% | +20.7% | +20.2% |
| 30D | -32.6% | +2.0% | -34.6% | -33.4% |
| 3M | -44.5% | -13.3% | -31.2% | -40.7% |
| 6M | -64.6% | -9.9% | -54.7% | -63.3% |
| YTD | +166.3% | -13.5% | +179.8% | +179.4% |
| 1Y | +296.5% | -2.8% | +299.3% | +291.8% |
| 3Y | +2,099.0% | +63.4% | +2,035.6% | +1,606.7% |
| 5Y | +377.9% | -10.9% | +388.8% | +376.9% |
| All | +797.7% | +172.1% | +625.7% | +507.8% |
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