+480.1%
AXTI vs CB
+1,530.7%
-1,050.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.9% | +11.6% | +10.2% |
| 7D | +5.1% | +0.5% | +4.6% | +4.9% |
| 30D | -10.2% | -3.1% | -7.1% | -9.6% |
| 3M | -41.8% | +9.0% | -50.8% | -44.1% |
| 6M | +57.5% | +2.9% | +54.7% | +53.5% |
| YTD | +277.0% | +10.1% | +266.9% | +259.9% |
| 1Y | +1,982.4% | +22.8% | +1,959.6% | +1,820.1% |
| 3Y | +2,234.8% | +73.8% | +2,161.1% | +1,826.2% |
| 5Y | +528.3% | +99.2% | +429.2% | +394.5% |
| 10Y | +1,310.5% | +218.2% | +1,092.3% | +857.8% |
| All | +480.1% | +1,530.7% | -1,050.5% | +165.3% |
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