+1,406.1%
AXTI vs AMIX
-99.9%
+1,506.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +8.8% | -17.2% | -8.3% |
| 7D | -23.4% | +11.4% | -34.9% | -23.4% |
| 30D | -42.6% | -40.5% | -2.1% | -42.9% |
| 3M | -46.7% | -80.1% | +33.3% | -47.5% |
| 6M | -66.2% | -74.8% | +8.6% | -65.0% |
| YTD | +140.4% | -84.0% | +224.4% | +150.6% |
| 1Y | +276.5% | -89.7% | +366.2% | +295.3% |
| All | +1,406.1% | -99.9% | +1,506.1% | +2,742.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling