+651.5%
AXTI vs CAPR
+76.3%
+575.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.7% | -0.9% |
| 7D | +21.0% | -12.6% | +33.6% | +21.3% |
| 30D | -6.6% | +124.4% | -131.1% | -8.0% |
| 3M | -12.1% | -66.8% | +54.7% | -11.3% |
| 6M | +78.7% | -71.8% | +150.5% | +80.7% |
| YTD | +321.5% | -70.1% | +391.5% | +325.5% |
| 1Y | +2,166.8% | +33.3% | +2,133.4% | +2,022.6% |
| 3Y | +2,807.6% | +36.7% | +2,770.9% | +2,302.9% |
| 5Y | +651.5% | +72.5% | +579.0% | +465.9% |
| All | +651.5% | +76.3% | +575.1% | +465.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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