+762.7%
AXTI vs AMT
+136.5%
+626.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.0% | -4.9% | -4.0% |
| 7D | +7.6% | +1.5% | +6.1% | +7.4% |
| 30D | -32.1% | +6.8% | -38.9% | -32.9% |
| 3M | -46.0% | +11.2% | -57.2% | -47.1% |
| 6M | -65.7% | +12.5% | -78.2% | -66.8% |
| YTD | +155.9% | +12.5% | +143.4% | +144.9% |
| 1Y | +300.8% | +10.1% | +290.7% | +285.5% |
| 3Y | +1,981.6% | +16.0% | +1,965.6% | +1,761.2% |
| 5Y | +359.3% | -17.2% | +376.4% | +362.8% |
| All | +762.7% | +136.5% | +626.2% | +478.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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