+1,982.4%
AXTI vs DOW
+30.0%
+1,952.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -3.0% | +12.7% | +10.0% |
| 7D | +5.1% | -2.4% | +7.5% | +5.4% |
| 30D | -10.2% | +0.4% | -10.5% | -10.3% |
| 3M | -41.8% | -14.4% | -27.4% | -39.2% |
| 6M | +57.5% | -7.0% | +64.5% | +64.7% |
| YTD | +277.0% | +30.2% | +246.8% | +254.9% |
| 1Y | +1,982.4% | +29.2% | +1,953.2% | +1,744.9% |
| All | +1,982.4% | +30.0% | +1,952.4% | +1,744.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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