+1,743.2%
AXTI vs AR
-28.5%
+1,771.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -3.9% |
| 7D | +7.6% | +7.4% | +0.2% | +6.4% |
| 30D | -32.1% | +5.8% | -37.8% | -32.6% |
| 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% | +148.7% |
| 1Y | +300.8% | +12.8% | +288.0% | +289.0% |
| 3Y | +1,981.6% | +47.2% | +1,934.4% | +1,837.3% |
| 5Y | +359.3% | +101.1% | +258.1% | +298.5% |
| 10Y | +780.8% | +57.6% | +723.2% | +563.7% |
| All | +1,743.2% | -28.5% | +1,771.6% | +1,415.5% |
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