+2,870.3%
AXTI vs CART
+11.0%
+2,859.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.5% |
| 7D | +21.0% | -9.5% | +30.5% | +22.5% |
| 30D | -6.6% | -7.8% | +1.1% | -5.9% |
| 3M | -12.1% | +10.4% | -22.5% | -14.3% |
| 6M | +78.7% | +20.1% | +58.7% | +70.3% |
| YTD | +321.5% | +3.7% | +317.8% | +315.5% |
| 1Y | +2,166.8% | +2.6% | +2,164.2% | +2,122.9% |
| All | +2,870.3% | +11.0% | +2,859.2% | +2,321.4% |
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