+1,981.6%
AXTI vs CART
+135.4%
+1,846.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.0% |
| 7D | +7.6% | +1.3% | +6.3% | +7.4% |
| 30D | -32.1% | +19.2% | -51.2% | -33.6% |
| 3M | -46.0% | +17.6% | -63.5% | -47.4% |
| 6M | -65.7% | +47.4% | -113.0% | -68.0% |
| YTD | +155.9% | +30.9% | +125.0% | +144.5% |
| 1Y | +300.8% | +46.0% | +254.8% | +270.6% |
| 3Y | +1,981.6% | +130.3% | +1,851.3% | +1,386.6% |
| All | +1,981.6% | +135.4% | +1,846.2% | +1,386.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling