+270.0%
AXTI vs D
+1,083.1%
-813.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.6% | -8.4% |
| 7D | -23.4% | +2.4% | -25.8% | -23.8% |
| 30D | -42.6% | +10.9% | -53.5% | -44.0% |
| 3M | -46.7% | +2.8% | -49.6% | -47.2% |
| 6M | -66.2% | +12.7% | -78.9% | -67.5% |
| YTD | +140.4% | +20.3% | +120.1% | +127.0% |
| 1Y | +276.5% | +17.1% | +259.4% | +257.2% |
| 3Y | +1,885.4% | +75.1% | +1,810.2% | +1,581.5% |
| 5Y | +350.3% | +13.1% | +337.1% | +317.7% |
| 10Y | +702.2% | +48.3% | +654.0% | +573.6% |
| All | +270.0% | +1,083.1% | -813.1% | +173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling