+480.1%
AXTI vs DRI
+4,361.6%
-3,881.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.5% | +10.2% | +9.8% |
| 7D | +5.1% | +0.6% | +4.6% | +4.9% |
| 30D | -10.2% | +3.8% | -14.0% | -11.4% |
| 3M | -41.8% | +13.0% | -54.9% | -44.8% |
| 6M | +57.5% | +8.3% | +49.2% | +51.4% |
| YTD | +277.0% | +20.6% | +256.4% | +251.2% |
| 1Y | +1,982.4% | +6.5% | +1,976.0% | +1,910.0% |
| 3Y | +2,234.8% | +53.7% | +2,181.1% | +1,905.2% |
| 5Y | +528.3% | +72.7% | +455.7% | +420.2% |
| 10Y | +1,310.5% | +363.2% | +947.4% | +729.8% |
| All | +480.1% | +4,361.6% | -3,881.4% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling