+1,572.6%
AXTI vs CB
+224.2%
+1,348.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +21.0% | -0.5% | +21.5% | +21.0% |
| 30D | -6.6% | -3.1% | -3.6% | -6.0% |
| 3M | -12.1% | +4.2% | -16.2% | -15.0% |
| 6M | +78.7% | +4.7% | +74.0% | +70.8% |
| YTD | +321.5% | +8.8% | +312.6% | +295.9% |
| 1Y | +2,166.8% | +22.6% | +2,144.1% | +1,912.4% |
| 3Y | +2,807.6% | +70.6% | +2,737.0% | +2,072.3% |
| 5Y | +651.5% | +99.4% | +552.0% | +409.8% |
| All | +1,572.6% | +224.2% | +1,348.4% | +832.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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