+36.8%
AXTI vs DGX
+18.5%
+18.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +2.6% |
| 7D | +5.1% | -0.9% | +6.0% | +3.5% |
| 30D | -17.5% | -1.2% | -16.3% | -18.7% |
| 3M | -26.7% | +15.8% | -42.5% | -2.9% |
| 6M | +36.8% | +18.2% | +18.6% | +84.1% |
| All | +36.8% | +18.5% | +18.3% | +84.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling