+651.5%
AXTI vs B
+154.7%
+496.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.4% |
| 7D | +21.0% | +1.0% | +20.0% | +20.2% |
| 30D | -6.6% | +9.5% | -16.1% | -10.5% |
| 3M | -12.1% | +14.3% | -26.4% | -16.1% |
| 6M | +78.7% | -1.9% | +80.6% | +78.8% |
| YTD | +321.5% | +4.1% | +317.4% | +305.9% |
| 1Y | +2,166.8% | +56.1% | +2,110.7% | +1,800.8% |
| 3Y | +2,807.6% | +202.0% | +2,605.6% | +1,866.0% |
| 5Y | +651.5% | +158.8% | +492.7% | +399.5% |
| All | +651.5% | +154.7% | +496.8% | +399.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling