+743.4%
AXTI vs DKS
+13.6%
+729.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | +5.1% | -3.0% | +8.0% | +5.9% |
| 30D | -17.5% | -33.4% | +15.9% | -7.8% |
| 3M | -26.7% | -39.4% | +12.7% | -16.6% |
| 6M | +36.8% | -30.1% | +66.9% | +44.8% |
| YTD | +296.1% | -31.0% | +327.1% | +321.6% |
| 1Y | +1,810.6% | -40.2% | +1,850.8% | +2,050.1% |
| 3Y | +2,587.6% | +30.9% | +2,556.6% | +2,080.1% |
| All | +743.4% | +13.6% | +729.7% | +522.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 5y: compounded portfolio wealth divided by compounded DKS 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…
5y analysis · Full analysis span regression · 6 months rolling