+3,196.7%
AXTI vs CBRE
+2,146.2%
+1,050.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -3.8% | +16.6% | +13.7% |
| 7D | +24.0% | -1.5% | +25.5% | +24.2% |
| 30D | -21.5% | -4.0% | -17.5% | -21.1% |
| 3M | -23.4% | +8.0% | -31.4% | -26.1% |
| 6M | +114.9% | +4.0% | +110.9% | +109.4% |
| YTD | +325.4% | -11.5% | +337.0% | +329.2% |
| 1Y | +2,136.7% | -13.0% | +2,149.7% | +2,158.4% |
| 3Y | +2,835.0% | +66.9% | +2,768.1% | +2,453.8% |
| 5Y | +652.8% | +45.0% | +607.8% | +576.7% |
| 10Y | +1,513.9% | +385.0% | +1,128.9% | +1,049.1% |
| All | +3,196.7% | +2,146.2% | +1,050.5% | +1,439.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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