+651.5%
AXTI vs ALLY
-1.1%
+652.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -0.3% |
| 7D | +21.0% | -1.9% | +22.9% | +22.0% |
| 30D | -6.6% | -4.5% | -2.2% | -4.4% |
| 3M | -12.1% | -2.8% | -9.2% | -10.9% |
| 6M | +78.7% | +10.3% | +68.4% | +63.3% |
| YTD | +321.5% | -5.7% | +327.2% | +324.7% |
| 1Y | +2,166.8% | +3.9% | +2,162.8% | +2,063.2% |
| 3Y | +2,807.6% | +64.7% | +2,742.9% | +2,081.0% |
| 5Y | +651.5% | -2.6% | +654.1% | +617.7% |
| All | +651.5% | -1.1% | +652.6% | +617.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling