+456.7%
AXTI vs AMIX
-92.3%
+549.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -3.0% | -4.4% | -7.4% |
| 7D | -26.2% | -25.1% | -1.0% | -26.5% |
| 30D | -45.1% | -54.5% | +9.4% | -45.8% |
| 3M | -27.2% | -91.7% | +64.6% | -29.8% |
| 6M | -55.2% | -79.4% | +24.3% | -48.8% |
| YTD | +190.8% | -86.1% | +276.8% | +232.2% |
| 1Y | +456.7% | -91.6% | +548.2% | +546.0% |
| All | +456.7% | -92.3% | +549.0% | +546.0% |
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