+1,472.1%
AXTI vs COR
+406.5%
+1,065.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +5.1% | -2.8% | +7.9% | +5.7% |
| 30D | -17.5% | +2.6% | -20.0% | -18.2% |
| 3M | -26.7% | +14.5% | -41.1% | -30.4% |
| 6M | +36.8% | -7.8% | +44.6% | +37.8% |
| YTD | +296.1% | -4.2% | +300.4% | +296.2% |
| 1Y | +1,810.6% | +7.0% | +1,803.6% | +1,741.6% |
| 3Y | +2,587.6% | +85.5% | +2,502.0% | +2,050.8% |
| 5Y | +601.7% | +181.2% | +420.5% | +381.5% |
| All | +1,472.1% | +406.5% | +1,065.6% | +805.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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