+743.4%
AXTI vs DRI
+65.5%
+677.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | +5.1% | -3.2% | +8.3% | +6.6% |
| 30D | -17.5% | -7.8% | -9.6% | -14.5% |
| 3M | -26.7% | +0.4% | -27.0% | -28.2% |
| 6M | +36.8% | +4.8% | +32.0% | +29.5% |
| YTD | +296.1% | +16.7% | +279.4% | +253.9% |
| 1Y | +1,810.6% | +1.5% | +1,809.1% | +1,743.7% |
| 3Y | +2,587.6% | +56.3% | +2,531.3% | +1,832.2% |
| All | +743.4% | +65.5% | +677.9% | +476.0% |
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