+508.9%
AXTI vs DLTR
+1,407.7%
-898.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.2% | -6.3% | -6.2% |
| 7D | +15.1% | -9.4% | +24.6% | +17.3% |
| 30D | -12.3% | -7.3% | -5.0% | -11.4% |
| 3M | -24.1% | +7.6% | -31.7% | -26.3% |
| 6M | +46.0% | +1.6% | +44.5% | +40.7% |
| YTD | +295.7% | -3.5% | +299.3% | +285.5% |
| 1Y | +1,825.6% | +20.0% | +1,805.6% | +1,674.6% |
| 3Y | +2,630.0% | +2.3% | +2,627.7% | +2,452.5% |
| 5Y | +601.0% | +31.5% | +569.4% | +505.4% |
| 10Y | +1,459.0% | +45.4% | +1,413.7% | +1,158.6% |
| All | +508.9% | +1,407.7% | -898.7% | +159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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