+1,699.6%
AXTI vs AMIX
-100.0%
+1,799.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -20.0% | +39.5% | +19.3% |
| 7D | -1.2% | -8.1% | +6.9% | -1.3% |
| 30D | -24.2% | -52.3% | +28.0% | -24.7% |
| 3M | -36.3% | -83.8% | +47.4% | -37.3% |
| 6M | -62.7% | -79.0% | +16.3% | -61.4% |
| YTD | +187.3% | -87.2% | +274.5% | +199.0% |
| 1Y | +344.8% | -91.7% | +436.5% | +366.3% |
| All | +1,699.6% | -100.0% | +1,799.6% | +3,291.6% |
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 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