+293.8%
AXTI vs D
+1,070.8%
-777.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -3.9% |
| 7D | +7.6% | -1.4% | +9.0% | +7.9% |
| 30D | -32.1% | +7.7% | -39.8% | -33.3% |
| 3M | -46.0% | -0.3% | -45.7% | -46.2% |
| 6M | -65.7% | +10.1% | -75.7% | -66.9% |
| YTD | +155.9% | +19.1% | +136.8% | +142.1% |
| 1Y | +300.8% | +15.9% | +284.9% | +280.8% |
| 3Y | +1,981.6% | +75.0% | +1,906.6% | +1,662.3% |
| 5Y | +359.3% | +13.4% | +345.9% | +325.7% |
| 10Y | +780.8% | +47.5% | +733.4% | +639.9% |
| All | +293.8% | +1,070.8% | -777.0% | +191.7% |
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