+743.4%
AXTI vs DOW
-37.7%
+781.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.1% |
| 7D | +5.1% | -1.4% | +6.5% | +5.8% |
| 30D | -17.5% | -3.9% | -13.5% | -16.1% |
| 3M | -26.7% | -12.7% | -14.0% | -23.1% |
| 6M | +36.8% | -13.7% | +50.4% | +43.0% |
| YTD | +296.1% | +28.4% | +267.8% | +219.5% |
| 1Y | +1,810.6% | +21.8% | +1,788.9% | +1,475.3% |
| 3Y | +2,587.6% | -35.7% | +2,623.3% | +3,510.3% |
| All | +743.4% | -37.7% | +781.1% | +1,051.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling