+1,472.1%
AXTI vs ATI
+1,154.1%
+318.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +5.1% | -5.6% | +10.7% | +7.5% |
| 30D | -17.5% | -13.7% | -3.7% | -12.2% |
| 3M | -26.7% | -0.4% | -26.3% | -24.8% |
| 6M | +36.8% | +26.2% | +10.5% | +27.7% |
| YTD | +296.1% | +73.2% | +222.9% | +233.5% |
| 1Y | +1,810.6% | +161.6% | +1,649.0% | +1,301.3% |
| 3Y | +2,587.6% | +346.2% | +2,241.4% | +1,519.8% |
| 5Y | +601.7% | +1,047.6% | -445.9% | +205.4% |
| All | +1,472.1% | +1,154.1% | +318.0% | +546.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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