+2,556.9%
AXTI vs CART
+21.6%
+2,535.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.3% | +10.9% | +9.9% |
| 7D | +5.1% | +1.0% | +4.1% | +5.0% |
| 30D | -10.2% | +12.6% | -22.8% | -12.0% |
| 3M | -41.8% | +23.1% | -65.0% | -44.1% |
| 6M | +57.5% | +39.5% | +18.0% | +46.2% |
| YTD | +277.0% | +13.5% | +263.5% | +267.5% |
| 1Y | +1,982.4% | +14.9% | +1,967.6% | +1,907.3% |
| All | +2,556.9% | +21.6% | +2,535.3% | +2,041.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling