+3,291.1%
AXTI vs CAI
-9.9%
+3,301.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | +5.1% | -2.9% | +8.0% | +5.5% |
| 30D | -17.5% | +9.3% | -26.8% | -18.4% |
| 3M | -26.7% | +35.2% | -61.9% | -30.1% |
| 6M | +36.8% | +30.7% | +6.0% | +30.5% |
| YTD | +296.1% | -9.8% | +305.9% | +301.1% |
| 1Y | +1,810.6% | -28.9% | +1,839.5% | +1,847.8% |
| All | +3,291.1% | -9.9% | +3,301.0% | +3,091.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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