+3,507.9%
AXTI vs CAI
-11.0%
+3,518.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.2% | -0.5% |
| 7D | +21.0% | -3.1% | +24.1% | +21.4% |
| 30D | -6.6% | +2.7% | -9.3% | -6.9% |
| 3M | -12.1% | +41.7% | -53.7% | -16.4% |
| 6M | +78.7% | +26.5% | +52.2% | +71.5% |
| YTD | +321.5% | -10.9% | +332.4% | +327.5% |
| 1Y | +2,166.8% | -29.2% | +2,196.0% | +2,215.0% |
| All | +3,507.9% | -11.0% | +3,518.9% | +3,301.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling