+601.0%
AXTI vs COR
+179.1%
+421.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -6.1% |
| 7D | +15.1% | -4.8% | +19.9% | +15.2% |
| 30D | -12.3% | -3.7% | -8.6% | -12.2% |
| 3M | -24.1% | +14.3% | -38.5% | -26.0% |
| 6M | +46.0% | -8.5% | +54.5% | +48.9% |
| YTD | +295.7% | -4.4% | +300.1% | +302.7% |
| 1Y | +1,825.6% | +9.1% | +1,816.5% | +1,829.4% |
| 3Y | +2,630.0% | +85.2% | +2,544.8% | +2,329.6% |
| 5Y | +601.0% | +180.7% | +420.3% | +460.2% |
| All | +601.0% | +179.1% | +421.9% | +460.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling