+1,513.9%
AXTI vs GD
+189.7%
+1,324.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.8% | +13.6% | +13.2% |
| 7D | +24.0% | -3.5% | +27.4% | +25.6% |
| 30D | -21.5% | -9.0% | -12.4% | -18.7% |
| 3M | -23.4% | +5.1% | -28.4% | -25.8% |
| 6M | +114.9% | -1.0% | +115.9% | +111.3% |
| YTD | +325.4% | +7.3% | +318.1% | +298.1% |
| 1Y | +2,136.7% | +12.4% | +2,124.2% | +1,957.6% |
| 3Y | +2,835.0% | +73.7% | +2,761.3% | +2,059.9% |
| 5Y | +652.8% | +93.8% | +559.1% | +419.1% |
| 10Y | +1,513.9% | +190.6% | +1,323.3% | +916.3% |
| All | +1,513.9% | +189.7% | +1,324.2% | +916.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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