+651.5%
AXTI vs D
+5.1%
+646.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.8% |
| 7D | +21.0% | -0.4% | +21.4% | +21.0% |
| 30D | -6.6% | -2.1% | -4.6% | -6.5% |
| 3M | -12.1% | -0.7% | -11.3% | -12.5% |
| 6M | +78.7% | +5.6% | +73.1% | +75.5% |
| YTD | +321.5% | +14.6% | +306.9% | +304.9% |
| 1Y | +2,166.8% | +15.3% | +2,151.4% | +2,062.3% |
| 3Y | +2,807.6% | +59.1% | +2,748.5% | +2,211.1% |
| 5Y | +651.5% | +3.9% | +647.6% | +530.2% |
| All | +651.5% | +5.1% | +646.4% | +530.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling