+480.1%
AXTI vs GD
+2,631.3%
-2,151.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.8% | +11.5% | +10.4% |
| 7D | +5.1% | -5.3% | +10.4% | +7.3% |
| 30D | -10.2% | -6.4% | -3.7% | -7.9% |
| 3M | -41.8% | +5.7% | -47.5% | -43.8% |
| 6M | +57.5% | -0.9% | +58.5% | +54.7% |
| YTD | +277.0% | +8.2% | +268.8% | +254.2% |
| 1Y | +1,982.4% | +13.4% | +1,969.0% | +1,826.9% |
| 3Y | +2,234.8% | +68.5% | +2,166.4% | +1,706.3% |
| 5Y | +528.3% | +97.2% | +431.2% | +351.7% |
| 10Y | +1,310.5% | +190.2% | +1,120.3% | +739.4% |
| All | +480.1% | +2,631.3% | -2,151.2% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling