+601.0%
AXTI vs ATI
+1,021.8%
-420.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.7% | -2.5% | -4.2% |
| 7D | +15.1% | -2.7% | +17.8% | +16.9% |
| 30D | -12.3% | -13.5% | +1.2% | -4.9% |
| 3M | -24.1% | +8.5% | -32.7% | -24.8% |
| 6M | +46.0% | +25.2% | +20.9% | +34.4% |
| YTD | +295.7% | +73.4% | +222.3% | +220.7% |
| 1Y | +1,825.6% | +160.5% | +1,665.1% | +1,231.1% |
| 3Y | +2,630.0% | +347.3% | +2,282.7% | +1,419.4% |
| 5Y | +601.0% | +1,049.0% | -448.0% | +241.5% |
| All | +601.0% | +1,021.8% | -420.8% | +241.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling