+3,382.3%
AXTI vs AMRZ
-20.1%
+3,402.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +5.1% | -7.5% | +12.6% | +3.9% |
| 30D | -17.5% | -12.4% | -5.1% | -18.8% |
| 3M | -26.7% | -22.4% | -4.3% | -28.5% |
| 6M | +36.8% | -29.5% | +66.3% | +35.8% |
| YTD | +296.1% | -24.1% | +320.3% | +291.8% |
| 1Y | +1,810.6% | -26.3% | +1,836.9% | +1,748.8% |
| All | +3,382.3% | -20.1% | +3,402.4% | +3,226.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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