+762.7%
AXTI vs B
+216.6%
+546.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.7% |
| 7D | +7.6% | -7.3% | +14.9% | +10.2% |
| 30D | -32.1% | -3.3% | -28.7% | -31.5% |
| 3M | -46.0% | -7.8% | -38.2% | -44.8% |
| 6M | -65.7% | -15.5% | -50.1% | -63.9% |
| YTD | +155.9% | -12.3% | +168.2% | +163.3% |
| 1Y | +300.8% | +5.4% | +295.4% | +294.4% |
| 3Y | +1,981.6% | +165.5% | +1,816.1% | +1,583.2% |
| 5Y | +359.3% | +107.0% | +252.2% | +279.6% |
| All | +762.7% | +216.6% | +546.1% | +587.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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