+1,470.4%
AXTI vs CI
+144.3%
+1,326.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.0% | -7.1% | -6.4% |
| 7D | +15.1% | -1.3% | +16.4% | +15.4% |
| 30D | -12.3% | +3.1% | -15.4% | -13.4% |
| 3M | -24.1% | -4.5% | -19.6% | -23.7% |
| 6M | +46.0% | +8.3% | +37.8% | +40.5% |
| YTD | +295.7% | +3.8% | +291.9% | +287.6% |
| 1Y | +1,825.6% | -5.0% | +1,830.6% | +1,810.3% |
| 3Y | +2,630.0% | +5.8% | +2,624.2% | +2,441.6% |
| 5Y | +601.0% | +50.6% | +550.4% | +459.6% |
| All | +1,470.4% | +144.3% | +1,326.1% | +871.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling