+3,639.8%
AXTI vs DLR
+3,617.4%
+22.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.6% | +12.3% | +12.7% |
| 7D | +24.0% | +3.4% | +20.6% | +22.7% |
| 30D | -21.5% | -2.2% | -19.3% | -20.6% |
| 3M | -23.4% | +4.7% | -28.1% | -24.6% |
| 6M | +114.9% | +9.0% | +105.9% | +110.0% |
| YTD | +325.4% | +24.1% | +301.3% | +299.1% |
| 1Y | +2,136.7% | +20.9% | +2,115.7% | +2,025.6% |
| 3Y | +2,835.0% | +60.0% | +2,775.0% | +2,496.8% |
| 5Y | +652.8% | +35.3% | +617.5% | +585.3% |
| 10Y | +1,513.9% | +165.8% | +1,348.2% | +1,103.6% |
| All | +3,639.8% | +3,617.4% | +22.4% | +1,861.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling