+1,982.4%
AXTI vs DGX
+33.7%
+1,948.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.9% | +10.6% | +8.9% |
| 7D | +5.1% | -2.3% | +7.4% | +3.0% |
| 30D | -10.2% | +0.6% | -10.7% | -9.6% |
| 3M | -41.8% | +21.4% | -63.3% | -30.1% |
| 6M | +57.5% | +14.7% | +42.8% | +88.2% |
| YTD | +277.0% | +38.4% | +238.6% | +389.1% |
| 1Y | +1,982.4% | +34.0% | +1,948.5% | +2,583.4% |
| All | +1,982.4% | +33.7% | +1,948.8% | +2,583.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling