+2,587.6%
AXTI vs DGX
+96.4%
+2,491.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.5% |
| 7D | +5.1% | -0.9% | +6.0% | +4.8% |
| 30D | -17.5% | -1.2% | -16.3% | -17.6% |
| 3M | -26.7% | +15.8% | -42.5% | -23.7% |
| 6M | +36.8% | +18.2% | +18.6% | +43.6% |
| YTD | +296.1% | +37.2% | +258.9% | +315.3% |
| 1Y | +1,810.6% | +30.4% | +1,780.3% | +1,888.1% |
| 3Y | +2,587.6% | +96.7% | +2,490.8% | +2,386.0% |
| All | +2,587.6% | +96.4% | +2,491.1% | +2,386.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling