+743.4%
AXTI vs BLK
+32.0%
+711.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -1.3% |
| 7D | +5.1% | -3.3% | +8.4% | +7.9% |
| 30D | -17.5% | -6.5% | -10.9% | -13.4% |
| 3M | -26.7% | +6.7% | -33.4% | -32.1% |
| 6M | +36.8% | +14.7% | +22.0% | +17.7% |
| YTD | +296.1% | +2.5% | +293.6% | +280.3% |
| 1Y | +1,810.6% | -2.8% | +1,813.4% | +1,823.0% |
| 3Y | +2,587.6% | +65.9% | +2,521.7% | +1,617.6% |
| All | +743.4% | +32.0% | +711.3% | +555.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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