+762.7%
AXTI vs ASX
+962.9%
-200.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -2.4% |
| 7D | +7.6% | +12.4% | -4.8% | -0.5% |
| 30D | -32.1% | -19.8% | -12.3% | -18.4% |
| 3M | -46.0% | -10.3% | -35.7% | -39.0% |
| 6M | -65.7% | +1.2% | -66.9% | -63.5% |
| YTD | +155.9% | +123.0% | +32.9% | +72.9% |
| 1Y | +300.8% | +145.4% | +155.3% | +158.2% |
| 3Y | +1,981.6% | +368.6% | +1,613.0% | +845.1% |
| 5Y | +359.3% | +486.0% | -126.8% | +82.9% |
| All | +762.7% | +962.9% | -200.3% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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