+1,544.1%
AXTI vs AMIX
-99.9%
+1,644.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +11.8% | -1.5% | +10.5% |
| 7D | -11.0% | +1.2% | -12.2% | -11.0% |
| 30D | -37.3% | -45.3% | +8.0% | -37.7% |
| 3M | -51.6% | -83.1% | +31.5% | -52.3% |
| 6M | -63.1% | -76.9% | +13.7% | -61.8% |
| YTD | +162.4% | -85.3% | +247.7% | +173.4% |
| 1Y | +353.6% | -89.8% | +443.4% | +375.4% |
| All | +1,544.1% | -99.9% | +1,644.0% | +3,000.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling