+548.6%
AXTI vs DE
+4,323.8%
-3,775.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +21.0% | -3.0% | +24.0% | +22.4% |
| 30D | -6.6% | +11.1% | -17.8% | -11.0% |
| 3M | -12.1% | +17.6% | -29.7% | -18.4% |
| 6M | +78.7% | +13.6% | +65.1% | +67.1% |
| YTD | +321.5% | +46.3% | +275.2% | +255.1% |
| 1Y | +2,166.8% | +44.2% | +2,122.6% | +1,806.5% |
| 3Y | +2,807.6% | +76.6% | +2,731.0% | +2,149.2% |
| 5Y | +651.5% | +98.2% | +553.2% | +437.8% |
| 10Y | +1,560.5% | +863.5% | +697.0% | +554.0% |
| All | +548.6% | +4,323.8% | -3,775.2% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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