+762.7%
AXTI vs AR
+57.4%
+705.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -3.9% |
| 7D | +7.6% | +7.4% | +0.2% | +6.3% |
| 30D | -32.1% | +5.8% | -37.8% | -32.7% |
| 3M | -46.0% | +5.2% | -51.2% | -46.7% |
| 6M | -65.7% | +5.4% | -71.1% | -66.3% |
| YTD | +155.9% | +12.4% | +143.5% | +148.3% |
| 1Y | +300.8% | +12.8% | +288.0% | +288.3% |
| 3Y | +1,981.6% | +47.2% | +1,934.4% | +1,828.7% |
| 5Y | +359.3% | +101.1% | +258.1% | +295.1% |
| All | +762.7% | +57.4% | +705.3% | +526.4% |
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