+334.8%
AXTI vs CB
+104.6%
+230.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.6% | -9.9% | -8.3% |
| 7D | -23.4% | +0.7% | -24.1% | -23.3% |
| 30D | -42.6% | +8.2% | -50.8% | -42.3% |
| 3M | -46.7% | +6.3% | -53.0% | -46.5% |
| 6M | -66.2% | +16.2% | -82.4% | -66.9% |
| YTD | +140.4% | +19.3% | +121.1% | +133.1% |
| 1Y | +276.5% | +29.2% | +247.3% | +256.1% |
| 3Y | +1,885.4% | +71.4% | +1,813.9% | +1,573.4% |
| All | +334.8% | +104.6% | +230.2% | +225.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling