+2,587.6%
AXTI vs AZO
+10.0%
+2,577.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +5.1% | -3.6% | +8.6% | +3.9% |
| 30D | -17.5% | -5.6% | -11.9% | -18.7% |
| 3M | -26.7% | -6.6% | -20.0% | -27.2% |
| 6M | +36.8% | -22.5% | +59.3% | +33.6% |
| YTD | +296.1% | -15.2% | +311.3% | +292.8% |
| 1Y | +1,810.6% | -33.9% | +1,844.6% | +1,810.0% |
| 3Y | +2,587.6% | +11.8% | +2,575.7% | +2,185.1% |
| All | +2,587.6% | +10.0% | +2,577.5% | +2,185.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling