+313.7%
AXTI vs ATI
+1,097.9%
-784.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.6% | +14.4% | +13.3% |
| 7D | +24.0% | +3.2% | +20.8% | +22.9% |
| 30D | -21.5% | -9.0% | -12.5% | -19.1% |
| 3M | -23.4% | +15.1% | -38.5% | -25.2% |
| 6M | +114.9% | +38.1% | +76.8% | +99.3% |
| YTD | +325.4% | +80.7% | +244.8% | +267.9% |
| 1Y | +2,136.7% | +167.5% | +1,969.1% | +1,645.1% |
| 3Y | +2,835.0% | +366.0% | +2,469.0% | +1,847.5% |
| 5Y | +652.8% | +1,088.8% | -435.9% | +281.6% |
| 10Y | +1,513.9% | +1,055.0% | +458.9% | +635.1% |
| All | +313.7% | +1,097.9% | -784.2% | +13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling