+1,472.1%
AXTI vs BEN
+56.6%
+1,415.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -3.1% | +8.2% | +7.1% |
| 30D | -17.5% | +0.2% | -17.6% | -17.3% |
| 3M | -26.7% | +6.8% | -33.5% | -28.5% |
| 6M | +36.8% | +38.1% | -1.3% | +14.5% |
| YTD | +296.1% | +44.3% | +251.8% | +224.2% |
| 1Y | +1,810.6% | +42.6% | +1,768.0% | +1,474.8% |
| 3Y | +2,587.6% | +52.3% | +2,535.2% | +2,011.6% |
| 5Y | +601.7% | +37.6% | +564.1% | +474.9% |
| All | +1,472.1% | +56.6% | +1,415.5% | +1,084.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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