+377.9%
AXTI vs CAPR
+192.6%
+185.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -8.7% | +1.4% | -7.1% |
| 7D | +18.6% | +19.1% | -0.5% | +18.3% |
| 30D | -32.6% | +48.8% | -81.5% | -33.0% |
| 3M | -44.5% | +144.4% | -188.9% | -45.4% |
| 6M | -64.6% | -67.5% | +2.9% | -64.3% |
| YTD | +166.3% | -64.5% | +230.8% | +167.8% |
| 1Y | +296.5% | +74.4% | +222.1% | +270.7% |
| 3Y | +2,099.0% | +265.7% | +1,833.3% | +1,646.5% |
| 5Y | +377.9% | +196.0% | +182.0% | +232.6% |
| All | +377.9% | +192.6% | +185.4% | +232.6% |
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