+356.3%
AXTI vs DRI
+78.6%
+277.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.1% |
| 7D | +7.6% | +1.1% | +6.6% | +7.2% |
| 30D | -32.1% | +9.7% | -41.8% | -35.1% |
| 3M | -46.0% | +3.2% | -49.2% | -47.3% |
| 6M | -65.7% | +20.6% | -86.3% | -69.8% |
| YTD | +155.9% | +28.3% | +127.7% | +116.7% |
| 1Y | +300.8% | +34.5% | +266.2% | +228.8% |
| 3Y | +1,981.6% | +66.5% | +1,915.1% | +1,338.4% |
| All | +356.3% | +78.6% | +277.6% | +188.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling