+651.5%
AXTI vs AMT
-32.2%
+683.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +21.0% | +1.5% | +19.5% | +21.0% |
| 30D | -6.6% | +3.7% | -10.4% | -6.6% |
| 3M | -12.1% | -7.2% | -4.9% | -11.4% |
| 6M | +78.7% | -4.2% | +82.9% | +79.4% |
| YTD | +321.5% | +1.9% | +319.6% | +318.2% |
| 1Y | +2,166.8% | -6.4% | +2,173.1% | +2,177.0% |
| 3Y | +2,807.6% | +7.7% | +2,799.9% | +2,528.1% |
| 5Y | +651.5% | -30.9% | +682.4% | +580.5% |
| All | +651.5% | -32.2% | +683.7% | +580.5% |
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