+1,472.1%
AXTI vs AMCR
+14.6%
+1,457.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.8% |
| 7D | +5.1% | -6.3% | +11.3% | +8.0% |
| 30D | -17.5% | -7.8% | -9.7% | -14.9% |
| 3M | -26.7% | +7.5% | -34.2% | -30.8% |
| 6M | +36.8% | +2.7% | +34.1% | +29.6% |
| YTD | +296.1% | +6.0% | +290.1% | +267.4% |
| 1Y | +1,810.6% | +7.8% | +1,802.8% | +1,638.2% |
| 3Y | +2,587.6% | +5.8% | +2,581.8% | +2,361.3% |
| 5Y | +601.7% | -11.6% | +613.3% | +607.4% |
| All | +1,472.1% | +14.6% | +1,457.5% | +1,079.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 10y: compounded portfolio wealth divided by compounded AMCR 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…
10y analysis · Full analysis span regression · 6 months rolling