+2,615.4%
AXTI vs AR
-27.2%
+2,642.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +9.8% |
| 7D | +5.1% | +2.5% | +2.6% | +4.6% |
| 30D | -10.2% | +14.8% | -25.0% | -12.5% |
| 3M | -41.8% | +6.2% | -48.1% | -42.7% |
| 6M | +57.5% | +4.3% | +53.2% | +55.8% |
| YTD | +277.0% | +14.4% | +262.6% | +266.7% |
| 1Y | +1,982.4% | +21.3% | +1,961.1% | +1,911.5% |
| 3Y | +2,234.8% | +39.8% | +2,195.0% | +2,090.1% |
| 5Y | +528.3% | +142.1% | +386.3% | +432.0% |
| 10Y | +1,310.5% | +52.0% | +1,258.5% | +967.7% |
| All | +2,615.4% | -27.2% | +2,642.6% | +2,134.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling