+2,835.0%
AXTI vs B
+197.9%
+2,637.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.5% | +14.3% | +13.6% |
| 7D | +24.0% | +2.3% | +21.7% | +22.1% |
| 30D | -21.5% | +1.4% | -22.8% | -22.0% |
| 3M | -23.4% | +12.2% | -35.6% | -27.0% |
| 6M | +114.9% | -2.1% | +117.0% | +115.3% |
| YTD | +325.4% | +2.9% | +322.5% | +305.5% |
| 1Y | +2,136.7% | +55.3% | +2,081.4% | +1,680.5% |
| 3Y | +2,835.0% | +198.7% | +2,636.3% | +1,658.2% |
| All | +2,835.0% | +197.9% | +2,637.1% | +1,658.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling