+2,534.2%
AXTI vs ALLY
+124.8%
+2,409.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.3% | +9.4% | +9.5% |
| 7D | +5.1% | +3.7% | +1.5% | +3.3% |
| 30D | -10.2% | -2.3% | -7.9% | -9.3% |
| 3M | -41.8% | +3.8% | -45.7% | -43.1% |
| 6M | +57.5% | +9.7% | +47.8% | +48.3% |
| YTD | +277.0% | -1.4% | +278.4% | +272.6% |
| 1Y | +1,982.4% | +8.2% | +1,974.2% | +1,877.4% |
| 3Y | +2,234.8% | +66.5% | +2,168.4% | +1,736.3% |
| 5Y | +528.3% | +1.2% | +527.1% | +489.8% |
| 10Y | +1,310.5% | +191.4% | +1,119.1% | +770.4% |
| All | +2,534.2% | +124.8% | +2,409.3% | +1,480.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling