+1,982.4%
AXTI vs AMIX
-81.0%
+2,063.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.9% | +11.6% | +9.7% |
| 7D | +5.1% | -13.7% | +18.9% | +4.9% |
| 30D | -10.2% | -62.1% | +51.9% | -11.4% |
| 3M | -41.8% | -46.2% | +4.3% | -31.3% |
| 6M | +57.5% | -46.4% | +104.0% | +83.9% |
| YTD | +277.0% | -60.3% | +337.3% | +351.2% |
| 1Y | +1,982.4% | -79.7% | +2,062.1% | +3,186.6% |
| All | +1,982.4% | -81.0% | +2,063.4% | +3,186.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling