+1,472.1%
AXTI vs B
+210.7%
+1,261.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | +5.1% | -2.4% | +7.5% | +5.8% |
| 30D | -17.5% | +6.3% | -23.8% | -19.0% |
| 3M | -26.7% | +12.1% | -38.8% | -28.3% |
| 6M | +36.8% | -3.1% | +39.9% | +37.7% |
| YTD | +296.1% | +2.0% | +294.2% | +290.7% |
| 1Y | +1,810.6% | +51.7% | +1,758.9% | +1,629.1% |
| 3Y | +2,587.6% | +190.5% | +2,397.0% | +2,022.0% |
| 5Y | +601.7% | +158.0% | +443.8% | +455.2% |
| All | +1,472.1% | +210.7% | +1,261.4% | +1,177.8% |
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