+1,470.4%
AXTI vs DRI
+348.7%
+1,121.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.8% |
| 7D | +15.1% | -4.8% | +19.9% | +17.3% |
| 30D | -12.3% | -5.2% | -7.1% | -10.7% |
| 3M | -24.1% | +2.7% | -26.9% | -26.1% |
| 6M | +46.0% | +3.6% | +42.4% | +40.7% |
| YTD | +295.7% | +15.4% | +280.3% | +265.7% |
| 1Y | +1,825.6% | +1.3% | +1,824.3% | +1,771.9% |
| 3Y | +2,630.0% | +53.1% | +2,576.9% | +2,112.7% |
| 5Y | +601.0% | +64.6% | +536.4% | +448.2% |
| All | +1,470.4% | +348.7% | +1,121.7% | +844.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling