+80.4%
AXTI vs BEN
+38.3%
+42.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.2% | +13.1% | +13.1% |
| 7D | +24.0% | +4.7% | +19.3% | +19.0% |
| 30D | -21.5% | +2.6% | -24.1% | -22.9% |
| 3M | -23.4% | +11.5% | -34.9% | -26.7% |
| All | +80.4% | +38.3% | +42.1% | +48.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling