+480.1%
AXTI vs ES
+998.7%
-518.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.6% | +10.3% | +9.8% |
| 7D | +5.1% | +0.3% | +4.8% | +5.0% |
| 30D | -10.2% | -2.0% | -8.2% | -9.7% |
| 3M | -41.8% | +1.7% | -43.5% | -42.8% |
| 6M | +57.5% | -3.5% | +61.1% | +56.5% |
| YTD | +277.0% | +7.9% | +269.1% | +259.7% |
| 1Y | +1,982.4% | +17.2% | +1,965.3% | +1,828.5% |
| 3Y | +2,234.8% | +29.3% | +2,205.5% | +1,951.1% |
| 5Y | +528.3% | -5.7% | +534.1% | +504.6% |
| 10Y | +1,310.5% | +85.2% | +1,225.3% | +885.7% |
| All | +480.1% | +998.7% | -518.5% | +91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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