+651.5%
AXTI vs COO
-44.2%
+695.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.2% | +5.3% | +0.3% |
| 7D | +21.0% | -9.0% | +30.0% | +23.1% |
| 30D | -6.6% | -16.8% | +10.2% | -3.4% |
| 3M | -12.1% | -7.5% | -4.6% | -12.5% |
| 6M | +78.7% | -16.3% | +95.0% | +83.4% |
| YTD | +321.5% | -22.5% | +344.0% | +348.7% |
| 1Y | +2,166.8% | -7.0% | +2,173.8% | +2,137.5% |
| 3Y | +2,807.6% | -27.5% | +2,835.0% | +2,907.6% |
| 5Y | +651.5% | -43.3% | +694.8% | +852.3% |
| All | +651.5% | -44.2% | +695.6% | +852.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling