+270.0%
AXTI vs CB
+1,667.4%
-1,397.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.6% | -9.9% | -8.8% |
| 7D | -23.4% | +0.7% | -24.1% | -23.6% |
| 30D | -42.6% | +8.2% | -50.8% | -44.0% |
| 3M | -46.7% | +6.3% | -53.0% | -48.1% |
| 6M | -66.2% | +16.2% | -82.4% | -68.3% |
| YTD | +140.4% | +19.3% | +121.1% | +123.2% |
| 1Y | +276.5% | +29.2% | +247.3% | +241.4% |
| 3Y | +1,885.4% | +71.4% | +1,813.9% | +1,540.7% |
| 5Y | +350.3% | +104.2% | +246.0% | +251.1% |
| 10Y | +702.2% | +246.7% | +455.6% | +429.2% |
| All | +270.0% | +1,667.4% | -1,397.4% | +64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling