+1,688.0%
AXTI vs ALLY
+98.8%
+1,589.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.3% |
| 7D | +7.6% | +0.4% | +7.2% | +7.7% |
| 30D | -32.1% | +5.2% | -37.3% | -33.9% |
| 3M | -46.0% | -13.3% | -32.7% | -42.5% |
| 6M | -65.7% | -6.7% | -59.0% | -65.1% |
| YTD | +155.9% | -12.8% | +168.7% | +166.6% |
| 1Y | +300.8% | +0.7% | +300.1% | +289.6% |
| 3Y | +1,981.6% | +65.2% | +1,916.4% | +1,544.4% |
| 5Y | +359.3% | -10.1% | +369.4% | +356.8% |
| 10Y | +780.8% | +177.0% | +603.9% | +464.6% |
| All | +1,688.0% | +98.8% | +1,589.2% | +1,030.7% |
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 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