+2,835.0%
AXTI vs D
+65.5%
+2,769.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.6% | +12.3% | +12.9% |
| 7D | +24.0% | +0.8% | +23.2% | +24.0% |
| 30D | -21.5% | -0.7% | -20.7% | -21.5% |
| 3M | -23.4% | +2.1% | -25.5% | -23.8% |
| 6M | +114.9% | +6.8% | +108.1% | +113.4% |
| YTD | +325.4% | +16.5% | +308.9% | +314.5% |
| 1Y | +2,136.7% | +19.2% | +2,117.5% | +2,049.2% |
| 3Y | +2,835.0% | +61.9% | +2,773.2% | +1,834.4% |
| All | +2,835.0% | +65.5% | +2,769.5% | +1,834.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling