+1,472.1%
AXTI vs AR
+41.9%
+1,430.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.4% |
| 7D | +5.1% | -2.5% | +7.6% | +5.5% |
| 30D | -17.5% | +2.5% | -20.0% | -18.0% |
| 3M | -26.7% | +12.3% | -39.0% | -28.7% |
| 6M | +36.8% | -3.1% | +39.9% | +36.9% |
| YTD | +296.1% | +11.5% | +284.6% | +286.2% |
| 1Y | +1,810.6% | +17.0% | +1,793.6% | +1,752.0% |
| 3Y | +2,587.6% | +47.3% | +2,540.3% | +2,394.2% |
| 5Y | +601.7% | +141.2% | +460.5% | +489.5% |
| All | +1,472.1% | +41.9% | +1,430.2% | +1,073.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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