+985.2%
AXTI vs CLBK
+64.7%
+920.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.2% |
| 7D | +21.0% | -1.5% | +22.5% | +21.9% |
| 30D | -6.6% | +6.7% | -13.3% | -9.8% |
| 3M | -12.1% | +21.2% | -33.2% | -21.7% |
| 6M | +78.7% | +42.0% | +36.7% | +44.3% |
| YTD | +321.5% | +63.3% | +258.2% | +213.3% |
| 1Y | +2,166.8% | +65.4% | +2,101.4% | +1,569.1% |
| 3Y | +2,807.6% | +52.5% | +2,755.1% | +2,095.4% |
| 5Y | +651.5% | +42.0% | +609.5% | +432.0% |
| All | +985.2% | +64.7% | +920.5% | +511.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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