+554.7%
AXTI vs COR
+7,818.6%
-7,263.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.9% | +14.7% | +13.3% |
| 7D | +24.0% | -1.9% | +25.9% | +24.4% |
| 30D | -21.5% | +1.5% | -23.0% | -22.2% |
| 3M | -23.4% | +18.7% | -42.1% | -27.8% |
| 6M | +114.9% | -9.0% | +123.9% | +116.1% |
| YTD | +325.4% | -3.3% | +328.7% | +322.6% |
| 1Y | +2,136.7% | +9.8% | +2,126.8% | +2,038.0% |
| 3Y | +2,835.0% | +87.4% | +2,747.7% | +2,311.9% |
| 5Y | +652.8% | +180.5% | +472.3% | +450.1% |
| 10Y | +1,513.9% | +398.1% | +1,115.8% | +880.7% |
| All | +554.7% | +7,818.6% | -7,263.9% | +121.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling