+2,136.7%
AXTI vs CART
+5.2%
+2,131.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -6.0% | +18.9% | +12.0% |
| 7D | +24.0% | -4.1% | +28.1% | +23.3% |
| 30D | -21.5% | -4.3% | -17.1% | -21.7% |
| 3M | -23.4% | +13.1% | -36.5% | -22.0% |
| 6M | +114.9% | +26.0% | +88.9% | +125.3% |
| YTD | +325.4% | +6.7% | +318.7% | +362.9% |
| 1Y | +2,136.7% | +6.3% | +2,130.4% | +2,250.8% |
| All | +2,136.7% | +5.2% | +2,131.4% | +2,250.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling