+456.7%
AXTI vs DLR
+11.0%
+445.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.6% | -10.0% | -9.9% |
| 7D | -26.2% | +2.8% | -29.0% | -28.1% |
| 30D | -45.1% | +2.8% | -47.9% | -46.4% |
| 3M | -27.2% | -4.0% | -23.2% | -23.4% |
| 6M | -55.2% | -5.6% | -49.5% | -50.5% |
| YTD | +190.8% | +21.9% | +168.8% | +188.5% |
| 1Y | +456.7% | +13.0% | +443.7% | +470.3% |
| All | +456.7% | +11.0% | +445.7% | +470.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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