+419.6%
AXTI vs AMT
-19.0%
+438.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.1% | +19.6% | +19.5% |
| 7D | -1.2% | -2.4% | +1.2% | -1.4% |
| 30D | -24.2% | +4.2% | -28.4% | -23.9% |
| 3M | -36.3% | +13.4% | -49.8% | -35.9% |
| 6M | -62.7% | +9.4% | -72.1% | -62.4% |
| YTD | +187.3% | +11.7% | +175.6% | +186.7% |
| 1Y | +344.8% | +7.1% | +337.7% | +346.9% |
| 3Y | +2,272.2% | +15.1% | +2,257.2% | +2,068.2% |
| 5Y | +419.6% | -17.9% | +437.5% | +445.2% |
| All | +419.6% | -19.0% | +438.5% | +445.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling