+762.7%
AXTI vs CB
+250.2%
+512.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -4.2% |
| 7D | +7.6% | +2.9% | +4.7% | +6.7% |
| 30D | -32.1% | +7.3% | -39.4% | -33.8% |
| 3M | -46.0% | +9.4% | -55.4% | -47.9% |
| 6M | -65.7% | +19.6% | -85.3% | -68.7% |
| YTD | +155.9% | +21.5% | +134.4% | +130.8% |
| 1Y | +300.8% | +28.0% | +272.8% | +253.1% |
| 3Y | +1,981.6% | +74.9% | +1,906.7% | +1,459.4% |
| 5Y | +359.3% | +108.1% | +251.1% | +210.2% |
| All | +762.7% | +250.2% | +512.5% | +404.0% |
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