+601.0%
AXTI vs CG
+2.7%
+598.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.4% | -3.8% | -4.6% |
| 7D | +15.1% | -9.8% | +24.9% | +22.6% |
| 30D | -12.3% | -10.3% | -2.0% | -7.1% |
| 3M | -24.1% | -1.7% | -22.5% | -24.0% |
| 6M | +46.0% | -9.8% | +55.9% | +52.3% |
| YTD | +295.7% | -25.6% | +321.3% | +365.6% |
| 1Y | +1,825.6% | -32.5% | +1,858.1% | +2,317.9% |
| 3Y | +2,630.0% | +45.6% | +2,584.3% | +1,994.5% |
| 5Y | +601.0% | +3.7% | +597.3% | +544.7% |
| All | +601.0% | +2.7% | +598.3% | +544.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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