+293.8%
AXTI vs DRI
+4,643.9%
-4,350.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +7.6% | +1.1% | +6.6% | +7.3% |
| 30D | -32.1% | +9.7% | -41.8% | -34.2% |
| 3M | -46.0% | +3.2% | -49.2% | -47.0% |
| 6M | -65.7% | +20.6% | -86.3% | -68.3% |
| YTD | +155.9% | +28.3% | +127.7% | +132.3% |
| 1Y | +300.8% | +34.5% | +266.2% | +257.8% |
| 3Y | +1,981.6% | +66.5% | +1,915.1% | +1,632.5% |
| 5Y | +359.3% | +79.6% | +279.6% | +273.3% |
| 10Y | +780.8% | +333.8% | +447.1% | +421.9% |
| All | +293.8% | +4,643.9% | -4,350.1% | -8.2% |
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