+601.0%
AXTI vs DLR
+39.0%
+562.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.0% | -4.1% | -4.9% |
| 7D | +15.1% | -1.3% | +16.4% | +16.2% |
| 30D | -12.3% | -2.9% | -9.5% | -10.1% |
| 3M | -24.1% | +3.2% | -27.4% | -25.7% |
| 6M | +46.0% | +3.9% | +42.2% | +43.2% |
| YTD | +295.7% | +21.4% | +274.3% | +254.1% |
| 1Y | +1,825.6% | +9.7% | +1,815.9% | +1,739.6% |
| 3Y | +2,630.0% | +56.5% | +2,573.4% | +2,113.9% |
| 5Y | +601.0% | +41.5% | +559.5% | +441.8% |
| All | +601.0% | +39.0% | +562.0% | +441.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling