+1,855.7%
AXTI vs D
+75.2%
+1,780.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.6% | -8.3% |
| 7D | -23.4% | +2.4% | -25.8% | -22.8% |
| 30D | -42.6% | +10.9% | -53.5% | -40.8% |
| 3M | -46.7% | +2.8% | -49.6% | -45.7% |
| 6M | -66.2% | +12.7% | -78.9% | -65.6% |
| YTD | +140.4% | +20.3% | +120.1% | +142.4% |
| 1Y | +276.5% | +17.1% | +259.4% | +281.8% |
| All | +1,855.7% | +75.2% | +1,780.5% | +1,089.6% |
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