+1,470.4%
AXTI vs D
+38.3%
+1,432.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.1% | -6.0% | -6.1% |
| 7D | +15.1% | -1.6% | +16.7% | +15.3% |
| 30D | -12.3% | -3.5% | -8.8% | -11.9% |
| 3M | -24.1% | -1.6% | -22.5% | -24.3% |
| 6M | +46.0% | +5.8% | +40.3% | +43.7% |
| YTD | +295.7% | +14.5% | +281.2% | +283.0% |
| 1Y | +1,825.6% | +14.2% | +1,811.4% | +1,758.8% |
| 3Y | +2,630.0% | +59.0% | +2,571.0% | +2,291.6% |
| 5Y | +601.0% | +5.4% | +595.6% | +554.1% |
| All | +1,470.4% | +38.3% | +1,432.1% | +1,333.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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