+1,907.3%
AXTI vs ALLY
+98.6%
+1,808.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +1.6% | +17.9% | +18.7% |
| 7D | -1.2% | -2.8% | +1.6% | +0.5% |
| 30D | -24.2% | +1.9% | -26.1% | -25.1% |
| 3M | -36.3% | -12.1% | -24.2% | -32.7% |
| 6M | -62.7% | -9.0% | -53.7% | -61.6% |
| YTD | +187.3% | -12.9% | +200.2% | +199.5% |
| 1Y | +344.8% | -0.1% | +344.9% | +334.3% |
| 3Y | +2,272.2% | +64.6% | +2,207.6% | +1,777.0% |
| 5Y | +419.6% | -10.1% | +429.7% | +416.6% |
| 10Y | +888.8% | +176.7% | +712.2% | +534.1% |
| All | +1,907.3% | +98.6% | +1,808.7% | +1,169.9% |
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