+651.5%
AXTI vs ASX
+490.0%
+161.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.5% | -3.9% |
| 7D | +21.0% | +11.1% | +9.9% | +10.9% |
| 30D | -6.6% | +9.6% | -16.2% | -12.7% |
| 3M | -12.1% | +18.6% | -30.7% | -21.1% |
| 6M | +78.7% | +92.1% | -13.4% | +9.8% |
| YTD | +321.5% | +158.5% | +163.0% | +116.9% |
| 1Y | +2,166.8% | +271.9% | +1,894.9% | +836.2% |
| 3Y | +2,807.6% | +465.2% | +2,342.4% | +805.2% |
| 5Y | +651.5% | +479.4% | +172.0% | +131.0% |
| All | +651.5% | +490.0% | +161.5% | +131.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling