+1,472.1%
AXTI vs ASX
+964.2%
+507.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.8% |
| 7D | +5.1% | +5.2% | -0.1% | +1.7% |
| 30D | -17.5% | +0.5% | -17.9% | -16.9% |
| 3M | -26.7% | +8.3% | -35.0% | -28.0% |
| 6M | +36.8% | +82.0% | -45.3% | -3.2% |
| YTD | +296.1% | +147.6% | +148.5% | +140.3% |
| 1Y | +1,810.6% | +258.8% | +1,551.8% | +859.5% |
| 3Y | +2,587.6% | +452.1% | +2,135.5% | +961.4% |
| 5Y | +601.7% | +441.7% | +160.0% | +172.2% |
| All | +1,472.1% | +964.2% | +507.9% | +329.4% |
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