+1,277.4%
AXTI vs CAPR
-99.1%
+1,376.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.6% | +16.5% | +12.9% |
| 7D | +24.0% | -9.5% | +33.5% | +24.1% |
| 30D | -21.5% | +121.5% | -143.0% | -22.4% |
| 3M | -23.4% | -65.4% | +42.0% | -23.0% |
| 6M | +114.9% | -67.5% | +182.4% | +116.2% |
| YTD | +325.4% | -68.6% | +394.1% | +328.0% |
| 1Y | +2,136.7% | +42.7% | +2,094.0% | +2,032.9% |
| 3Y | +2,835.0% | +43.4% | +2,791.7% | +2,655.4% |
| 5Y | +652.8% | +86.0% | +566.8% | +599.1% |
| 10Y | +1,513.9% | -77.4% | +1,591.3% | +1,367.4% |
| All | +1,277.4% | -99.1% | +1,376.5% | +1,151.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling