+743.4%
AXTI vs AMP
+122.1%
+621.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.5% |
| 7D | +5.1% | -0.5% | +5.6% | +5.4% |
| 30D | -17.5% | -1.3% | -16.1% | -17.1% |
| 3M | -26.7% | +24.2% | -50.9% | -40.0% |
| 6M | +36.8% | +24.6% | +12.2% | +11.0% |
| YTD | +296.1% | +14.8% | +281.3% | +243.2% |
| 1Y | +1,810.6% | +12.8% | +1,797.8% | +1,583.6% |
| 3Y | +2,587.6% | +69.0% | +2,518.6% | +1,614.4% |
| All | +743.4% | +122.1% | +621.2% | +332.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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