+743.4%
AXTI vs BEN
+36.0%
+707.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -3.1% | +8.2% | +7.6% |
| 30D | -17.5% | +0.2% | -17.6% | -17.3% |
| 3M | -26.7% | +6.8% | -33.5% | -29.0% |
| 6M | +36.8% | +38.1% | -1.3% | +9.6% |
| YTD | +296.1% | +44.3% | +251.8% | +208.2% |
| 1Y | +1,810.6% | +42.6% | +1,768.0% | +1,398.6% |
| 3Y | +2,587.6% | +52.3% | +2,535.2% | +1,884.4% |
| All | +743.4% | +36.0% | +707.4% | +572.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling