+1,627.8%
AXTI vs AS
+125.3%
+1,502.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.9% | -4.4% | -6.2% |
| 7D | +18.6% | -3.6% | +22.2% | +20.4% |
| 30D | -32.6% | +3.4% | -36.0% | -33.8% |
| 3M | -44.5% | -8.6% | -35.9% | -43.0% |
| 6M | -64.6% | -10.0% | -54.5% | -64.1% |
| YTD | +166.3% | -19.2% | +185.5% | +181.8% |
| 1Y | +296.5% | -3.8% | +300.3% | +290.8% |
| All | +1,627.8% | +125.3% | +1,502.5% | +922.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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