+1,459.6%
AXTI vs DOW
-15.4%
+1,475.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.4% | +12.4% | +12.6% |
| 7D | +24.0% | -2.9% | +26.9% | +25.7% |
| 30D | -21.5% | +2.0% | -23.4% | -23.0% |
| 3M | -23.4% | -12.5% | -10.8% | -19.5% |
| 6M | +114.9% | -9.2% | +124.1% | +118.7% |
| YTD | +325.4% | +30.8% | +294.7% | +241.5% |
| 1Y | +2,136.7% | +29.4% | +2,107.3% | +1,683.6% |
| 3Y | +2,835.0% | -34.6% | +2,869.6% | +3,455.2% |
| 5Y | +652.8% | -35.9% | +688.8% | +810.8% |
| All | +1,459.6% | -15.4% | +1,475.1% | +1,276.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling