+2,565.1%
AXTI vs AMIX
-99.9%
+2,665.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.2% | +13.1% | +12.8% |
| 7D | +24.0% | -3.4% | +27.3% | +23.9% |
| 30D | -21.5% | -54.4% | +32.9% | -22.0% |
| 3M | -23.4% | -45.7% | +22.4% | -19.6% |
| 6M | +114.9% | -49.2% | +164.1% | +125.2% |
| YTD | +325.4% | -60.3% | +385.8% | +347.3% |
| 1Y | +2,136.7% | -81.4% | +2,218.0% | +2,280.0% |
| All | +2,565.1% | -99.9% | +2,665.0% | +4,973.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling