+1,472.1%
AXTI vs DRI
+353.8%
+1,118.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | +5.1% | -3.2% | +8.3% | +6.4% |
| 30D | -17.5% | -7.8% | -9.6% | -15.0% |
| 3M | -26.7% | +0.4% | -27.0% | -27.9% |
| 6M | +36.8% | +4.8% | +32.0% | +31.2% |
| YTD | +296.1% | +16.7% | +279.4% | +264.4% |
| 1Y | +1,810.6% | +1.5% | +1,809.1% | +1,756.2% |
| 3Y | +2,587.6% | +56.3% | +2,531.3% | +2,060.5% |
| 5Y | +601.7% | +66.4% | +535.3% | +446.4% |
| All | +1,472.1% | +353.8% | +1,118.3% | +840.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling