+1,982.4%
AXTI vs AZO
-28.9%
+2,011.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.5% | +9.2% | +10.1% |
| 7D | +5.1% | +0.7% | +4.4% | +5.7% |
| 30D | -10.2% | -2.7% | -7.5% | -12.1% |
| 3M | -41.8% | -3.2% | -38.6% | -41.0% |
| 6M | +57.5% | -19.7% | +77.3% | +42.4% |
| YTD | +277.0% | -12.0% | +289.0% | +299.9% |
| 1Y | +1,982.4% | -29.5% | +2,012.0% | +1,453.7% |
| All | +1,982.4% | -28.9% | +2,011.3% | +1,453.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling