+456.7%
AXTI vs DRI
+34.0%
+422.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.1% | -12.5% | -5.6% |
| 7D | -26.2% | +6.5% | -32.6% | -24.4% |
| 30D | -45.1% | +16.4% | -61.5% | -42.6% |
| 3M | -27.2% | +13.6% | -40.8% | -23.9% |
| 6M | -55.2% | +22.0% | -77.2% | -54.3% |
| YTD | +190.8% | +29.3% | +161.5% | +210.5% |
| 1Y | +456.7% | +32.0% | +424.6% | +508.4% |
| All | +456.7% | +34.0% | +422.7% | +508.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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