+2,835.0%
AXTI vs CB
+70.7%
+2,764.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.4% | +14.3% | +12.2% |
| 7D | +24.0% | -0.6% | +24.6% | +23.8% |
| 30D | -21.5% | -3.9% | -17.6% | -22.4% |
| 3M | -23.4% | +4.9% | -28.3% | -22.9% |
| 6M | +114.9% | +3.3% | +111.6% | +116.6% |
| YTD | +325.4% | +8.5% | +316.9% | +329.1% |
| 1Y | +2,136.7% | +22.1% | +2,114.6% | +2,142.6% |
| 3Y | +2,835.0% | +70.1% | +2,764.9% | +3,481.9% |
| All | +2,835.0% | +70.7% | +2,764.4% | +3,481.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling