+762.7%
AXTI vs ARMK
+131.4%
+631.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -4.0% |
| 7D | +7.6% | +2.7% | +4.9% | +6.5% |
| 30D | -32.1% | -1.5% | -30.6% | -30.9% |
| 3M | -46.0% | -11.6% | -34.4% | -42.4% |
| 6M | -65.7% | +6.7% | -72.4% | -66.5% |
| YTD | +155.9% | +47.4% | +108.5% | +114.4% |
| 1Y | +300.8% | +41.5% | +259.3% | +240.5% |
| 3Y | +1,981.6% | +95.5% | +1,886.1% | +1,412.1% |
| 5Y | +359.3% | +108.4% | +250.9% | +220.7% |
| All | +762.7% | +131.4% | +631.3% | +445.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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