+651.5%
AXTI vs GD
+91.1%
+560.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | +21.0% | -3.1% | +24.1% | +21.9% |
| 30D | -6.6% | -10.9% | +4.3% | -3.7% |
| 3M | -12.1% | +2.5% | -14.5% | -13.4% |
| 6M | +78.7% | -1.7% | +80.4% | +77.4% |
| YTD | +321.5% | +6.1% | +315.3% | +297.9% |
| 1Y | +2,166.8% | +11.7% | +2,155.1% | +2,001.8% |
| 3Y | +2,807.6% | +71.8% | +2,735.8% | +2,102.9% |
| 5Y | +651.5% | +92.2% | +559.3% | +414.0% |
| All | +651.5% | +91.1% | +560.4% | +414.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling