+1,472.1%
AXTI vs EW
+120.5%
+1,351.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +1.3% |
| 7D | +5.1% | -6.2% | +11.2% | +7.7% |
| 30D | -17.5% | -9.3% | -8.1% | -14.4% |
| 3M | -26.7% | -1.6% | -25.1% | -27.6% |
| 6M | +36.8% | -0.8% | +37.6% | +33.5% |
| YTD | +296.1% | -1.0% | +297.2% | +289.2% |
| 1Y | +1,810.6% | +8.2% | +1,802.5% | +1,690.3% |
| 3Y | +2,587.6% | +12.7% | +2,574.9% | +2,255.4% |
| 5Y | +601.7% | -30.2% | +631.9% | +650.7% |
| All | +1,472.1% | +120.5% | +1,351.6% | +875.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 10y: compounded portfolio wealth divided by compounded EW 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…
10y analysis · Full analysis span regression · 6 months rolling