+2,783.3%
AXTI vs DG
+560.3%
+2,223.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.6% | -0.5% |
| 7D | +21.0% | -4.8% | +25.8% | +21.9% |
| 30D | -6.6% | +1.8% | -8.4% | -7.2% |
| 3M | -12.1% | +14.5% | -26.5% | -15.4% |
| 6M | +78.7% | -13.6% | +92.3% | +81.1% |
| YTD | +321.5% | -4.8% | +326.3% | +317.6% |
| 1Y | +2,166.8% | +21.6% | +2,145.2% | +1,998.2% |
| 3Y | +2,807.6% | +4.5% | +2,803.1% | +2,566.3% |
| 5Y | +651.5% | -38.5% | +689.9% | +698.5% |
| 10Y | +1,560.5% | +102.2% | +1,458.3% | +1,118.0% |
| All | +2,783.3% | +560.3% | +2,223.0% | +906.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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