+743.4%
AXTI vs CAH
+393.5%
+349.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +5.1% | -5.1% | +10.2% | +5.7% |
| 30D | -17.5% | +0.2% | -17.6% | -17.6% |
| 3M | -26.7% | +6.3% | -33.0% | -27.6% |
| 6M | +36.8% | +9.4% | +27.4% | +34.7% |
| YTD | +296.1% | +15.0% | +281.2% | +288.8% |
| 1Y | +1,810.6% | +55.4% | +1,755.2% | +1,705.1% |
| 3Y | +2,587.6% | +173.8% | +2,413.7% | +2,163.9% |
| All | +743.4% | +393.5% | +349.8% | +475.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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