+1,749.6%
AXTI vs CART
+39.2%
+1,710.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.6% | +9.8% | +10.3% |
| 7D | -11.0% | +1.5% | -12.5% | -11.1% |
| 30D | -37.3% | +22.4% | -59.7% | -39.0% |
| 3M | -51.6% | +16.5% | -68.1% | -52.7% |
| 6M | -63.1% | +44.9% | -108.0% | -65.5% |
| YTD | +162.4% | +30.0% | +132.5% | +150.8% |
| 1Y | +353.6% | +59.1% | +294.5% | +311.3% |
| 3Y | +1,972.9% | +138.8% | +1,834.1% | +1,498.6% |
| All | +1,749.6% | +39.2% | +1,710.4% | +1,361.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 10y: compounded portfolio wealth divided by compounded CART 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…
10y analysis · Full analysis span regression · 6 months rolling