+749.7%
AXTI vs GD
+185.2%
+564.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.3% | +8.1% | +9.5% |
| 7D | -11.0% | -3.0% | -7.9% | -9.6% |
| 30D | -37.3% | +9.3% | -46.6% | -39.5% |
| 3M | -51.6% | -7.2% | -44.4% | -50.3% |
| 6M | -63.1% | +5.5% | -68.6% | -64.5% |
| YTD | +162.4% | +9.5% | +153.0% | +143.2% |
| 1Y | +353.6% | +6.4% | +347.2% | +327.5% |
| 3Y | +1,972.9% | +59.8% | +1,913.1% | +1,498.7% |
| 5Y | +370.0% | +98.0% | +272.0% | +219.8% |
| 10Y | +749.7% | +177.4% | +572.3% | +510.2% |
| All | +749.7% | +185.2% | +564.5% | +510.2% |
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