+554.7%
AXTI vs BEN
+326.5%
+228.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.2% | +13.1% | +13.0% |
| 7D | +24.0% | +4.7% | +19.3% | +21.4% |
| 30D | -21.5% | +2.6% | -24.1% | -22.2% |
| 3M | -23.4% | +11.5% | -34.9% | -26.6% |
| 6M | +114.9% | +35.3% | +79.6% | +86.7% |
| YTD | +325.4% | +48.6% | +276.8% | +255.3% |
| 1Y | +2,136.7% | +46.7% | +2,090.0% | +1,779.3% |
| 3Y | +2,835.0% | +57.0% | +2,778.0% | +2,272.7% |
| 5Y | +652.8% | +41.8% | +611.0% | +534.4% |
| 10Y | +1,513.9% | +55.2% | +1,458.7% | +1,125.2% |
| All | +554.7% | +326.5% | +228.2% | +88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling