+762.7%
AXTI vs COO
+41.1%
+721.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.1% |
| 7D | +7.6% | +0.5% | +7.1% | +7.5% |
| 30D | -32.1% | +14.2% | -46.2% | -35.4% |
| 3M | -46.0% | -18.2% | -27.8% | -42.9% |
| 6M | -65.7% | +5.3% | -71.0% | -68.4% |
| YTD | +155.9% | -23.6% | +179.5% | +173.5% |
| 1Y | +300.8% | -12.7% | +313.4% | +300.6% |
| 3Y | +1,981.6% | -24.2% | +2,005.8% | +1,997.2% |
| 5Y | +359.3% | -40.0% | +399.3% | +417.7% |
| All | +762.7% | +41.1% | +721.6% | +544.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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