+651.5%
AXTI vs AR
+148.2%
+503.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | +21.0% | -1.2% | +22.2% | +21.3% |
| 30D | -6.6% | +5.5% | -12.2% | -8.2% |
| 3M | -12.1% | +12.9% | -24.9% | -15.7% |
| 6M | +78.7% | +0.1% | +78.6% | +77.5% |
| YTD | +321.5% | +13.5% | +307.9% | +304.2% |
| 1Y | +2,166.8% | +21.6% | +2,145.2% | +2,044.4% |
| 3Y | +2,807.6% | +46.0% | +2,761.6% | +2,520.7% |
| 5Y | +651.5% | +143.7% | +507.7% | +511.4% |
| All | +651.5% | +148.2% | +503.2% | +511.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling