+2,584.6%
AXTI vs ALM
+1,934.4%
+650.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -9.6% | +3.5% | -4.3% |
| 7D | +15.1% | -7.1% | +22.2% | +16.8% |
| 30D | -12.3% | +24.7% | -37.0% | -15.3% |
| 3M | -24.1% | +8.3% | -32.4% | -24.6% |
| 6M | +46.0% | -22.2% | +68.2% | +50.1% |
| YTD | +295.7% | +88.1% | +207.6% | +294.7% |
| 1Y | +1,825.6% | +272.4% | +1,553.2% | +1,776.4% |
| All | +2,584.6% | +1,934.4% | +650.3% | +2,443.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 3y: compounded portfolio wealth divided by compounded ALM 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…
3y analysis · Full analysis span regression · 6 months rolling